BGF Holdco Trade: Time to Stub Trade, Below -1 σ Wouldn't Last Long as It Used To
BGF Co Ltd (027410 KS) is now at a 46.55% discount to NAV. BGF Retail (282330 KS) is 70% of NAV and 80+% of holdings assets. Retail went up 3.41%...
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Korea Stock Market Monthly Recap #27 (July 2018)
July was a tough month for the Korean stock market and it was even a tougher period for the Moon Jae-In administration. Moon Jae-In's support in...
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Shinsegae Group: Ownership Stake Transfer Possibility Checkup
Shinsegae Group restructuring is again drawing a lot of attention from local investors. That is, many local investors now believe that it is...
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Korea Stock Market Monthly Recap #26 (June 2018)
"Sell in May and Go Away" continued its trend in the Korea Stock Market in June. Since end of April, KOSPI is down 7.5% in terms of Won and it is...
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SK Discovery Tender Offer - Status Update & Last Tendering Day Preview
SK Discovery Co Ltd (006120 KS) tender offer will end next Monday. Just to refresh your memory, here is the schedule. How is the current status? At...
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