Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
533 Views
Londian Wason Energy Tech: Planning an IPO in the US in 2024 (Impact on SK Inc)
Londian Wason is getting ready for an IPO in the US in 2024. Londian Wason is planning to raise nearly US$500 million in pre-IPO funding and IPO....
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SK Inc: Updated NAV Valuation Analysis
Our base case valuation of SK Inc is NAV of 17.5 trillion won (NAV per share of 239,095 won), representing a 60% upside from current levels.
515 Views
Korea's First Sector Inverse ETF: Discussing Flow Trading Impacts
This post touches on the release of Korea's first sector inverse ETF containing the top 10 core secondary battery stocks and the resulting flow...
530 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 3Q 2023. We highlight 38 pair trades that...
545 Views