Korea Pair Trades: High Risk/Reward Names with Short Sell Screen
With the resumption of short selling in Korea, we highlight correlated pairs from the same GICS sub-industry that are near reversion points and...
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StubWorld: Shorting Korean Stubs
With the short-selling ban in Korea lifted this past Monday, this insight takes a cursory look at those Holdcos moving, and some that may yet have...
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Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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CJ Logistics: Still Lacking Focus, Still Unlikely to Reach 6,000+ EPS Any Time Soon
We check in on CJ Logistics, which appears to have pivoted away from its much-hyped international expansion plan from a few years ago. What hasn't...
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Review of Our M&A Research in 2020 & Korea M&A Market Outlook in 2021: What’s For Sale?
In this insight, we highlight 26 Korean companies that are/may be seeking to find new owners through M&As in 2021. We also provide a review of our...
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