Lower Corporate Tax Rate in Korea Could Be an Extra Alpha Kicker
We believe that there is a relatively high probability that the Korean government will lower the highest corporate tax rate bracket from 25% to 22%...
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A Substantial Trade Seems Lurking on Hyundai Mobis with Chung's Possible Stake Purchase
This post investigates a substantial trade that seems to be lurking on Hyundai Mobis at this price level, particularly relative to Glovis and...
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Joe Biden's Visit to South Korea: Hyundai Motor Ready to Announce $7 Billion Investment in EVs in US
Hyundai Motor is likely to announce investments of nearly $7 billion for building a mega EV facility in Georgia which was leaked in the media in...
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2022 High Conviction: Hyundai Mobis (A Turnaround Play with Key Catalysts)
Hyundai Mobis is our high conviction pick for 2022. Key catalysts include signs of recovery of cars chips shortage and IPO of Hyundai Engineering...
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Hyundai Engineering Pre-IPO - Order Backlog Aids Visibility However, Margins Have Been Fluctuating
Hyundai Engineering Co Ltd (HEC KS) is looking to raise up to US$1bn in its upcoming Korea IPO. As per Korea Construction Association in 2021, it...
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