LG Synthetic Stub: Today At -2σ with Price Ratio at 2-Yr Low Amid LG Chem Surge
LG Chem is going very strong today. The price is up 6% this morning. So, it is taking the ongoing stub divergence up another notch. LG Holdings and...
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KRX Considers a 30% Cap on Samsung in March: Impact Estimation
The local news outlets report that the KRX is considering applying the 30% cap on Samsung Electronics as early as March, possibly right after the...
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Korea - Celltrion Shorts Increase, Semco 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 17 January 2020....
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EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions
The highlights for December are as follows:Panasonic: The labour shortage at the Nevada plant is said to be under control. Thus, delays in supply...
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Tesla China and EV Subsidies Fact Checks - January 2020
In this note, we share our latest on the ground checks on Tesla Motors (TSLA US) China this month. We believe that both the GF3 production...
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