Korean Holdcos Vs Opcos Gap Spreads Opportunities in 1Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 1Q 2023. We highlight 33 pair trades that...
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Introducing KODEX Top 5 Plus ETF Rebalancing Event
KODEX Top 5 Plus ETF rebalancing will likely feature one constituent change, which can deliver a juicy day trading return.
561 Views
The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
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Trade Idea - Competition Heats up in the BEV Market Globally
Tesla’s share price has plunged by more than 75% from its Nov 2021 peak. Market worries that the global EV leader cannot sustain its competitive...
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An Update to the Long-Short Pair Trade on Hyundai Motor & Tesla
In this insight, we provide an update to our long-short pair trade of Hyundai Motor (long) and Tesla Motors (short), which we presented back in...
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