Hyundai Autoever IPO Bookbuilding: Surprising Results, Local Street Bets on Autoever/Glovis Merger
Subscription rate is 797 to 1. Offer price was fixed at ₩48,000, substantially higher than the upper end. Deal size is now ₩168.5bil. Company...
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Smartkarma's Week that Was in 🇯🇵/🇰🇷 : Korea's NPS, Samsung, Toshiba, Hitachi Hi-Tech, Payments
Something of a slower week on Smartkarma this week (I contributed to that slowness by being away and under the weather when back) with about 120...
440 Views
Korea National Pension Fund Announces a List of 11 Companies They Oppose in Upcoming AGMs
On March 12th, the Korea National Pension Fund Service (NPS) provided a list of 23 companies where it plan to exercise its voting rights in their...
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Hyundai Motor Share Class: Time to Short Common & Long Pref
Common is widening pref discount today as it is generating the highest gain mainly on the Elliott pushing. As of now (1PM in Korea time), Common...
536 Views
Glovis/Mobis Pair Trade: Glovis Being Overpriced Relative to Mobis on Unsubstantiated Speculation
There are still two schools of thought on the HMG restructuring. Glovis/Mobis merged entity as a holdco is the one. Only Glovis as a holdco with...
528 Views