Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 2Q 2025
In this insight, we discuss numerous gap trade opportunities involving Korean preferred and common shares in 2Q 2025. LG Chem (common vs preferred)...
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Amorepacific Group: Significant Increase in Dividend Payout
On 12 November, Amorepacific Group (002790 KS) announced that it will increase dividend payout to about 50% to 75% of its non-consolidated net profit.
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2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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Giant Biogene Placement - Has Been Doing Well but Doesn’t Need the Cash
Giant Biogene (2367 HK) aims to raise up to US$205m via a top-up placement. In this note, we talk about the deal dynamics and run the deal through...
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Giant Biogene IPO Lock-Up - US$1.7bn Lockup Release Will Increase Free Float by 14x
Giant Biogene raised around US$70m in its Hong Kong IPO, after having downsized the deal and priced it at the low-end. Its six-month lockup will...
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