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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Korea Preferred Shares - Liquidity Picks Up Amid Some Big Moves
Preferred shares in Korea have historically traded at a discount. At times the discount has been so wide that funds have been set up just to invest...
412 Views
CJ E&M: (Parasite = Oscar?) A Turnaround Play After Six Years of Pain
Korea produces some of the most globally competitive products including semiconductors, smartphones, TVs, and yes Korean contents. CJ E&M is...
490 Views
Shorts Betting Against Coway on Dividend Cut?
Netmarble finalized the Coway takeover deal at a ₩94,000 per share for a 25.08% stake. So, the total cost is ₩1.74tril, which is about ₩1tril less...
493 Views
2020 High Conviction: CJ Cheiljedang - Renewed Focus on Profits
Cj Cheiljedang (097950 KS) (market cap of $3.2 billion) is a beneficiary of the company's renewed focus on improving profitability while reducing...
526 Views