A Pair Trade Between DL Holdings and DL E&C
In this insight, we discuss a pair trade between DL Holdings Co (000210 KS) (go long) and DL E&C (375500 KS) (go short).
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Yoon’s Impeachment Confirmed: Key Timeline & Regime Change Trade
Yoon’s impeachment confirmed: What is the immediate impact on the local stock market, and which sectors are likely to move.
351 Views
An Update on the Potential KOSPI 200 Rebalance Candidates in June 2025
We discuss the potential KOSPI 200 rebalance candidates in June 2025. We provide 8 potential inclusion candidates and 10 potential deletion...
2.1k Views
Sanil Electric US$1.1bn Lockup Expiry - Tempting to Book 2x Gains in Six Months
Sanil Electric (062040 KS) listed in Korea on 29th July 2024 after raising US$193m. Its six-month lockup will expire on 29th Jan 2025.
480 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
768 Views