Amorepacific Stub: Interesting Situation Amid Pref Issuance
Holdings/Sub are now at a +2.5σ on a 20D MA. Holdings discount relative to Sub (price ratio) is currently at a 120D high. Holdings announced a ₩200...
451 Views
Amorepacific Group Plans to Buy 200 Billion Worth of Amorepacific Corp & The Long-Short Trade
Amorepacific Group (002790 KS) announced today after market close that it plans to purchase 1.33 million shares of Amorepacific Corp (090430 KS),...
579 Views
Korea - Deepening Woes
Don’t be fooled by the strength of Korea’s labour market. It is a mirage created by the government. The Korean economy is headed only one way,...
393 Views
Amorepacific C/1P Arb Trade Idea
Amorepacific 1P is in an attractive territory. Its C is at +2σ relative to 1P on a 20D MA. 1P DTV is less than US$1M (US$0.7~0.8M). If you still...
548 Views
Korea Short Interest - Numb3rs & Ch@rts
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 23 August.Current...
410 Views