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Matthews Korea Active ETF outperforms with strong growth and defensive South Korea exposure despite smaller PM team.

Market News
06 Aug 2026
Seeking Alpha
View Source
Bullish
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The Matthews Korea Active ETF (MKOR) has significantly outperformed global and emerging markets by 3-5 times, delivering strong returns despite a reduction in its portfolio management team. MKOR offers a high projected earnings growth of 17% with a forward P/E ratio of 8.7, combining value and growth better than many peers. Its diversified holdings and lower exposure to volatile stocks like SK hynix provide a more defensive stance on South Korea's market. Although MKOR faced some weakness since June, it recently bounced off a long-term trendline and remains above its 200-day moving average, indicating resilience and potential for continued strong performance.

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D-Wave Quantum's Q2 earnings miss leads to price target cut but signals 75% upside potential.

D-Wave Quantum's Q2 earnings miss leads to price target cut but signals 75% upside potential.

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Company Fundamentals
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Morgan Stanley keeps Overweight on Warner Music, citing strong Q3 growth and cash flow.

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Analyst Insights
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Zai Lab beats Q2 EPS estimates despite slight revenue decline and remains unprofitable.

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Company Fundamentals
Neutral
26 minutes ago
Ellington Financial expects slight earnings dip despite revenue growth in Q2 2026 earnings report.

Ellington Financial expects slight earnings dip despite revenue growth in Q2 2026 earnings report.

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Company Fundamentals
Neutral
31 minutes ago
AZIO AI secures $77M deal for 128 NVIDIA GPU systems to tackle AI compute shortage.

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AZIO AI Holdings has entered an agreement to purchase up to 128 NVIDIA HGX B300 GPU systems, valued at approximately $77 million, to address the growing shortage of AI compute infrastructure. This deal follows an earlier hosting agreement with Power ...

Market News
Bullish
37 minutes ago
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