Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
414 Views
How Do We Play Samsung Dividend Arb Trade?
Samsung needs to meet the 50% target of the 3-yr rolling FCF. This year's projected FCF? It may be too early to tell, but the local street...
402 Views
Korea - AmoreCorp, LotteChem, KMW, Helixmith Shorts Increase; Covering on Shinhan, Semco, Samsung
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 14 February...
330 Views
Samsung C/1P Is At -1.4σ & 1P Discount Close to an All-Time Low: Structural Reversion Is Ahead
Samsung C/1P is currently at -1.4σ on a 20D MA. The preferred share discount is 14.72%, which is pretty close to the 2-yr low (14.57%). Even...
248 Views
Removal of 30% Limit on a Single Stock in ETFs: Impact on Samsung 30% Cap in KOSPI 200
The Korea Financial Supervisory Service (KFSS) announced the amendment to the Enforcement Regulations of Financial Investment Business Regulations...
286 Views