Hyundai Engineering Pre-IPO - Unjustifiable Premium to Most Domestic Peers
Hyundai Engineering Co Ltd (HEC KS) is looking to raise up to US$1bn in its upcoming Korea IPO. In this note, we discuss peer comparison, our...
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Hyundai Engineering Pre-IPO - Order Backlog Aids Visibility However, Margins Have Been Fluctuating
Hyundai Engineering Co Ltd (HEC KS) is looking to raise up to US$1bn in its upcoming Korea IPO. As per Korea Construction Association in 2021, it...
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Liontown Placement - Large Deal but Appears to Be Well Flagged
Liontown Resource (LTR) is looking to raise around US$321m in its fully underwritten Australian placement. In this note, we will talk about the...
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Korea Prefs Yearend Dividend Plays
This post examines and discusses various dividend plays for Korea's preferred shares based on their expected dividend yields as we advance towards...
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Hyundai Motor Share Buyback: Details & Trading Implications
I would not recommend trading on the possibility that this buyback will lead to a relative outperformance of 1P or 2PB versus Ord. Rather, I would...
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