Look to Commodity Sectors for Leadership
While Tech continues to plot higher, still mocking reversion-to-the-mean forces, sector leadership is broadening into value segments. Two...
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Kakao GDR Issuance - Study on Short Selling Based Arb Trade Potential Yield
How actively would short sellers go after Kakao Corp (035720 KS)'s GDRs? As you know this is a GDR issued by a Korean-bourse listed company and it...
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Kakao's GDR Issuance Details - Another Classic Arbitrage Event
Kakao Corp (035720 KS) says it needs money, not just money, it says it needs a lot of money like US$1bil for M&As, and it wants to raise this...
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EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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