CJ Logistics: Key Beneficiary of Greater Parcel Delivery & Lower Fuel Prices
Cj Logistics (000120 KS) is the largest logistics company in Korea. In the midst of the coronavirus outbreak, there has been a big increase in...
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Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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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...
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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...
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