Yoon’s Impeachment a Lock, Regime Change Trade Set for May
Yoon’s impeachment is pretty much a lock, with the market pricing in a 100% chance. We should get ready for theme trading plays aiming at the...
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Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.
China leads global auto exports while Samsung accelerates OLED production, Nvidia pushes for early delivery, Trump hints at CHIPS Act shutdown,...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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Understanding Potential Issues Within SK Group from Hynix's Kioxia CB Conversion
This post dives into the potential issues about how Kioxia's IPO could affect Hynix and the whole SK Group that the market needs to clear up.
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NPS Will Vote Against the Merger Between SK Innovation and SK E&S
NPS will vote against the merger between SK Innovation and SK E&S, mainly due to significant concerns about destroying shareholder value...
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