BGF Duo Stub Trade: Short Sub / Long Holdco with a Very Short-Term Horizon
The BGF Holdco/Sub duo is making a very dynamic movement. Yesterday, they made a 2σ jump. Sub went up 5.38%. Holdco stayed flat with a 0.24% gain....
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Korean Stubs Spotlight: Close the Pair Trade Between BGF Co. & BGF Retail
On January 8th, 2019, we wrote a report on initiating a pair trade of going long BGF Co Ltd (027410 KS) and going short Bgf Retail (282330...
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BGF Holdco/Sub Trade: Sub Overbuying Wouldn't Last Another Day
BGF Sub had a 5.39% gain on better-than-expected 4Q18 results. Holdco stayed flat. As a result, we had a 2+σ jump from 95% of σ to -133% of σ....
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Korean Stubs Biweekly Sigma σ (#2): Which Holdcos Are Outperforming This Year and Why?
This is the second edition of the Korean Stubs Biweekly Sigma σ. There has been an active interests regarding Korean stubs stocks so far in 2019....
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Smartkarma’s Week that Was in JP/KR: BGF, Japan Telcos, NCSoft, Nissan, and Nexon
After a holiday hiatus where markets were slow and somewhat quiet and the number of insights published and read dipped, we resume your regularly...
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