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LG Chem Ltd (051910 KS)
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489
Analysis
Materials
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South Korea
LG Chem Ltd. is a chemical manufacturer. The Company's products include petrochemicals, plastic resins, and engineering plastics. LG Chem also produces industrial and electronic materials.
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bullish
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LG Energy Solution
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10 Nov 2022 23:32
Assessing LG Energy Solution's Flow Imbalance Situation
This post assesses LG Energy Solution's flow imbalance situation, which seems to lead to pricing independent of fundamentals.
Sanghyun Park
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425 Views
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bullish
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KT&G Corporation
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09 Nov 2022 22:42
An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G
This past week, I had an interview with Lee Sanghyun, the founder and CEO of Flashlight Capital Partners (FCP) which is currently an activist...
Douglas Kim
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427 Views
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bullish
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LG Energy Solution
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01 Nov 2022 19:08
Close Out the Pair Trade Between LG Chem & LG Energy Solution
On 25 October, we recommended a pair trade between LG Chem (go long) and LGES (go short). Since then, this trade has resulted in a net gain of...
Douglas Kim
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278 Views
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bearish
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LG Chem Ltd
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25 Oct 2022 05:05
Solactive Lithium Review Results Out: Key Takeaways
This post details the review results of the Solactive Global Lithium Index and discusses key takeaways for trading setups.
Sanghyun Park
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410 Views
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bearish
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Kakao Games
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21 Oct 2022 00:09
Kakao Games: Further Downside Risk as IPO of Lionheart Studio Likely in 1H 2023
We would argue that Kakao Games' earnings estimates are overly aggressive and there is a strong likelihood of 30%+ earnings downgrade for Kakao...
Douglas Kim
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188 Views
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