Amorepacific Group Plans to Buy 200 Billion Worth of Amorepacific Corp & The Long-Short Trade
Amorepacific Group (002790 KS) announced today after market close that it plans to purchase 1.33 million shares of Amorepacific Corp (090430 KS),...
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Korea - Deepening Woes
Don’t be fooled by the strength of Korea’s labour market. It is a mirage created by the government. The Korean economy is headed only one way,...
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Amorepacific C/1P Arb Trade Idea
Amorepacific 1P is in an attractive territory. Its C is at +2σ relative to 1P on a 20D MA. 1P DTV is less than US$1M (US$0.7~0.8M). If you still...
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Korea Short Interest - Numb3rs & Ch@rts
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 23 August.Current...
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Korea - Underweight
We are underweight Korean equities this year and it would seem increasingly with good reason. Growth might have revived in 2Q19 but the underlying...
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