Korean Holdcos Vs Opcos Gap Spreads Opportunities in 1Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 1Q 2023. We highlight 33 pair trades that...
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Gap Trades in Korean Prefs Vs Common Share Pairs in 1Q 2023
We see some attractive longer-term opportunities for Amorepacific Corp, Doosan Fuel Cell, LG H&H, and LG Chem, which have high discounts for...
339 Views
Doosan Bobcat Placement - Momentum Is Strong but past Deals Have Been a Mixed Bag
Doosan Bobcat Inc (241560 KS) aims to sell a US$145m block. Its recent price momentum is strong but past deals have shown mixed results.
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ECM Weekly (4th Sep 2022) - China ADRs, Tencent, Leapmotor, Onewo, Hongjiu Fruit, Doosan Ener
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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Doosan Enerbility: Post-Block Deal Trading
This post details the result of the Doosan Enerbility block deals and discusses the post-deal trading approach, with a focus on pension-driven flow.
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