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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A Senior Korean Govt Official Provides the Likely Time of the End of Indoor Mask Mandate
In the past few days, a senior government Korean official announced that the indoor mask mandates will likely be lifted in March 2023.
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A Look at How a Portfolio Composed of Our Top Five Innovators in Each Report Would Have Performed
Our datamining reports ranks companies within thematic based on innovation quality. We see strong outperformance in a portfolio built using the top...
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China Tourism Group A/H Trading - Decent Support from Long-Only but Minimal Retail Participation
China Tourism Group Duty Free Corporation Limited (CDF) raised around US$2.4bn in its H-share listing in Hong Kong, after pricing its IPO at HKD158...
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Amorepacific Stub: Reversion Trading on Current Diversion Ahead of 2Q Earnings Release
This post examines the current price diversion of the Amorepacific stub and discusses the entry timing for reversion trading ahead of the 2Q...
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