Korea Preferred/Ordinaries Pair Trades
With the heightened volatility and amendment of the short sell rules in Korea, there have been significant movements in the discounts on the...
379 Views
Why Is the Death Rate of COVID-19 Nearly 6x Higher in the U.S. Than in South Korea?
This insight includes two-part sections. First, we discuss why the death rates of COVID-19 are nearly 6x higher in the U.S. as compared to South...
353 Views
Korea's Low Dividend Stocks Facing Pressure From Institutional Investors
Korean companies have historically carried fairly low dividend yields, which is one of the key factors driving the so-called "Korea Discount". As...
359 Views
Korea - Technology Covering Offsets Shorts in Other Sectors
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 28 February...
349 Views
Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
393 Views