HMC/Kia Pair: Kia Got Overheated for a Wrong Reason, Long HMC / Short Kia
Kia Motors' short selling % had hovered at a 35-45% during the Sep 11-18 period. This is 4 times an usual level. On Sep 11, the HMC/Kia market cap...
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Smartkarma's Week That Was in JP/KR
This past week (Friday to Friday) saw 196 insights published: 29 on China and HK stocks and another couple dozen on greater China themes and...
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Elliott Mgmt's Proposal #2 for the Hyundai Motor Group - Timing & Trying to Find the Middle Ground
It has been a few days since Elliott Management's second proposal to Hyundai Motor Group to accelerate its corporate reforms became publicly...
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Hyundai Motor Restructuring: Make a Proactive Move on Share Class Pair Trade
Elliott made another move on the HMG restructuring. This implies that the HMG's revised restructuring plan will be announced pretty soon. This...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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