Wacom (6727 JP) - Large, Short-Dated, On-Market Buyback Against Dense Register
The stock popped on the early November earnings/buyback news, then fell back. This is still a BIG buyback in a dense register. And there is another...
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Leader Energy Holdings Pre-IPO - Still Too Early for an ESG Angle
Leader Energy Holdings (1814173D MK) is looking to raise up to US$215m in its upcoming Malaysia IPO. LE’s revenue has grown on the back of higher...
530 Views
2024 High Conviction - Doosan Robotics - Levitating
In Oct 23, Doosan Robotics (454910 KS) raised around US$318m through its Korean IPO, after pricing the IPO at the top end of the range at KRW26,000...
471 Views
Understanding & Assessing Yearend Dividend Arbitrage Structure Using Futures in Korea
This post offers insights into the framework of yearend dividend arbitrage trading using futures in the Korean market and assesses the current...
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HBM's Impact on DRAM Revenues
HBM DRAM prices remained stable while mainstream DRAM prices collapsed, attracting attention from all DRAM makers. SK hynix holds a first-mover...
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