EV Battery Players in Korea - Chicken Egg in Supply Chain and Flow
The longer term battle in large sized battery in both ESS and EV use seems to be very difficult field where the right combination of scale and...
375 Views
Biotech & Pharma Moving Up As Short Covering Continues
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 10 April 2020, the...
367 Views
Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
412 Views
Last Week in Event SPACE: Jardines, Keppel, Li & Fung, Unizo, National Storage, Metlifecare
Last Week in Event SPACE ... Setting up a long Jardine Strategic Hldgs (JS SP), short Jardine Matheson Holdings (JM SP) at 1.90x seemed...
389 Views
LG Chem Pref Has Harshly Diverged as the Discount Is at a New 2-Yr High
LG Chem's 1P discount is at a new 2-yr high (54.64%). Also, the 1P/C duo is at a whopping -2.74σ on a 20D MA. LG Chem's 1P/C pair has been one...
371 Views