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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LG Corp: Updated SoTP Valuation & Key Catalyst of LG CNS IPO
In this insight, we provide an updated SoTP valuation analysis of LG Corp (003550 KS) and discuss some of the key upcoming catalysts including the...
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LG Energy/LG Chem Flow Trading on Solactive Lithium Index Rebalancing
This post examines the trading event of LG Energy Solution and LG Chem amid the Solactive Lithium Battery Index rebalancing in May.
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