Samsung SDI: Higher Probability of a Partnership with Tesla & Beneficiary of No Chinese EV Subsidy
There is an increasing probability of a major partnership between Tesla Motors (TSLA US) and Samsung Sdi (006400 KS) for a potential long-term...
785 Views
LG Chem Share Class: C/1P PR at 3M Low, Time for Stat Arb Trade
LG Chem C/1P price ratio is currently near the 3M low. They are at -164% of σ on a 20D MA. They made a 2+σ downward move just in 5 trading...
621 Views
Korea Stock Market Monthly Recap #34 (March 2019)
The top 10 events impacting the Korean stock market, economy, & politics in March were as follows: SEMICONDUCTOR SECTOR WARNINGS KOREAN AIR...
586 Views
EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
679 Views
Korean Stubs Spotlight: Focus on Diverging Share Prices and Changes to Foreign Ownership
In this report, we provide the one year share price comparisons of the holdcos and the opcos in both table and chart formats as well as changes to...
538 Views