Hyundai Motor India IPO - RHP Updates, Valuation Getting Tricky
Hyundai Motor (005387 KS) is looking to raise around US$3.3bn via listing its India unit, Hyundai Motor India. In this note, we talk about the RHP...
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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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K Bank IPO - The Negatives - Ample Issues Along with Crypto Exposure & Lockup
K Bank (279570 KS) plans to raise up to US$740m in its upcoming South Korean IPO. In this note, we talk about the not-so-positive aspects of the deal.
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Timing a Trade to Capitalize on KT’s November Global Index Deletion and the ETF Recall
This post discusses the high likelihood of KT being booted from the November Global Index review due to its foreign room staying below 3.75%, and...
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Himax Sees China Automotive Market Softening; AI Sensing and AI/HPC Optics Opportunities Expanding
Himax reported strong margins in 2Q24 but was cautious about 3Q24 due to Chinese market weakness. The company made two key investments in AI...
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