Time for Capital Structure Basket Arbitrage in Korea? Target Names in Basket to Short & Long
First, let me tell you this. The worst may not yet be to come. But it also seems right that we are currently in a highly rare situation as well....
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A Pair-Trade Between Korean Air Corp & HanjinKal (In-Play)
In this report, we provide a pair trade idea between Korean Air Lines (003490 KS) and Hanjin Kal Corp (180640 KS). Our strategy will be to go long...
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Soulbrain's Demerger & Distribution of Subsidiaries: The Loss Is Bigger Than The Gain
Last January, Soulbrain (036830 KS) announced to split the company into a holding company and an operating company. The shareholders' meeting for...
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Hanjin Kal AGM: Vote Tracking, Attendance Projection, & Board Rules
In this post, I piece together all the little details from the latest developments concerning Hanjin Kal's upcoming annual shareholder meeting. It...
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Some Thoughts on Hanjin Group's Capital Allocation and Governance Reform and the Upcoming AGM
Last Thursday, the board of Korean Air Lines (003490 KS) decided to sell off its 100% stake in Wangsan Leisure as well as the idle land (36,6642㎡)...
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