BGF Holdco Trade: Time to Stub Trade, Below -1 σ Wouldn't Last Long as It Used To
BGF Co Ltd (027410 KS) is now at a 46.55% discount to NAV. BGF Retail (282330 KS) is 70% of NAV and 80+% of holdings assets. Retail went up 3.41%...
651 Views
Softbank Plans to Invest $2 Billion in Coupang: Impact on the Korean E-Commerce Market
It has been reported in numerous media sources that the SoftBank Group Corp.’s Vision Fund will invest $2 billion in Coupang (Korea), putting the...
538 Views
Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
377 Views
SK Discovery Tender Offer - Status Update & Last Tendering Day Preview
SK Discovery Co Ltd (006120 KS) tender offer will end next Monday. Just to refresh your memory, here is the schedule. How is the current status? At...
228 Views
Last Week in Event SPACE - Sanyo Special, Celltrion, Broadcom, Wynn, MSCI, CCASS
Last Week in Event SPACE ...Embracing Sanyo Special Steel Co Ltd (5481 JP)'s complicated arbitrage; CFIUS dings Broadcom Limited (AVGO US) but...
290 Views