Short Covering Tapers Off and Samsung Biologics Goes Up, Up and Away
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 24 April 2020, the...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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NCsoft Plans to Buy a Big Piece of Land in Pangyo - A Short Term Negative
On 16 April after the market close, it was reported in several local media reported that NCsoft Corp (036570 KS) plans to buy a big piece of land...
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Hyundai Steel: Three Key Catalysts
After the COVID-19 panic selling in Korea, companies with more than $1 billion in market cap and those that are trading at "dirt-cheap" valuations...
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Hyundai Mobis/Motor Pair Trade: Capitalize on Misinterpretation by Market
Hyundai Mobis and its big brother Motor are also suitable for pairs trading. Their correlation has consistently hovered around and above +0.7. As...
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