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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Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
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NPS Sells SK Bioscience, Naver, & LG Electronics and Buys Kakao Bank, Lotte Corp, & Samyang Foods
NPS moves the Korean stock market more than any other investor. In this insight, we discuss the recent buying and selling by the Korea National...
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SK IE Tech KOSPI 200 Fast-Entry Confirmed for June 11
The KRX has just confirmed SK IE Tech's fast entry into KOSPI 200 for June 11. As pre-announced, SK IE Technology replaces HDC Holdings for its...
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Why I Estimate Total Local Passive Money Tracking KOSPI 200 at ₩80T? Here Is a Breakdown
This post provides a detailed breakdown of how I arrive at an estimated ₩80 trillion for the passive money tracking KOSPI 200.
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