LG Corp: First Major Buyback in 22 Years + Improvement in Dividend Policy
After the market close on 27 May, LG Corp (003550 KS) announced a share buyback worth 500 billion won, representing 4.3% of market cap. This is the...
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Iljin Materials: Is the Potential Change in Compulsory Tender Offer Forcing Owner to Speed Up Sale?
The CEO of Iljin Materials Heo Jae-Myung could potentially receive greater amounts of money if he sells his stake now, rather than waiting when the...
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Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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LG Chem & LG Energy LONG/SHORT Pair Trading on a Massive NAV Discount
This post explores a pair trading opportunity on the LG Chem/LG Energy Solution pair as LG Chem's NAV discount is nearing 70%.
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A Pair Trade Between LG Chem & LG Energy Solution
Main reasons why we like this pair trade (long LG Chem & short LGES) include large shares that could be sold after 6 months lockup for LGES, LG...
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