SK Innovation - Why It Hasn't Worked
Can SK Innovation turn from underperformer to outperformer? It seems difficult with what's being expected and the limitations due to its balance...
464 Views
Gap Trades in Korean Prefs Vs Common Share Pairs in 4Q 2023
In this insight, we discuss numerous gap trades involving Korean preferred and common shares in 4Q 2023. Typically, fourth quarter is when pref...
490 Views
Ecopro Materials IPO - Peer Comparison - Doesn't Particularly Stand Out
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In our previous note, we covered the company’s performance. In...
366 Views
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...
551 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....
718 Views