Smartkarma’s Week That Was in JP/KR: $30 Billion, 5,000, & 0.97
The last two weeks of August tend to be the "calm before the storm" period in the fall/winter. In this weekly, the "appetizers" include some...
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HDC Tender Event: Long-Short Arb Play Is Still Active, Not Late to Join
As very well expected, we have been having a very harsh short selling activity on HDC Holdings over the last five trading days. It seems very...
338 Views
HDC I-Service IPO: Strong Demand from Short-Term Money Is Expected with HDC Tender in Progress
Interestingly, valuation isn't the main debating topic in this HDC I-Service Co Ltd (037140 KS) IPO. What most investors are mainly asking is why...
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HDC Tender Event: Short-Term Payoff Vs. Optionality Value
HDC Holdings (012630 KS) tender event has unfolded in ways that we'd very much like to see. The short-term payoff is already quite modest, but I...
403 Views
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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