Mobis-Glovis Pair Trading - Reverse Approach
In my previous insight Mobis-Glovis Pair Trading Re/Preview, I examined a Mobis-Glovis pair trading strategy which basically bets that the Post...
138 Views
Hyundai Mobis: One Possible Post Spinoff Earnings and ROE Scenario if the Proposal Passes
As May 29 approaches with Mobis on the road, the Mobis spinoff is something that seems to be on many investors' minds. Since Sanghyun Park and...
416 Views
April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
111 Views
Hyundai Mobis May 29 EGM Vote Counting Simulation
According to the Article 434 of the Commercial Act, Mobis needs 2/3 of the voting rights of the shareholders present at the May 29 shareholders...
177 Views
Mobis-Glovis Pair Trading Re/Preview
The price-appraisal right exercise price spread for both Mobis and Glovis has been reduced since Mar 30. In particular, Glovis' shares are now...
140 Views