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...
407 Views
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...
423 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...
534 Views
CJ Group Chairman Lee Jae-Hyun Grants 122 Billion Won Worth of Stock to His 2 Children
It was reported after the market close on December 9th that the CJ Group Chairman Lee Jae-Hyun will grant 122 billion won worth of CJ New Pref...
444 Views
CJ Corp: Bottoming Out After Four Years of Decline?
Our NAV value of CJ Corp (001040 KS) is 3.25 trillion won (or 111,400 won per share), suggesting a 32% upside from current levels. The value of the...
436 Views