BGF Stub At -2.1σ: Bet on a Short-Term Reversion, Although a Structural Reversion Isn't Ahead Yet
The BGF stub is again in a position where it needs our attention. The pair is currently at -2.1σ on a 20D MA. The holding company fell 3.2% this...
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Soulbrain's Company Split & Formation of a Holdco
On January 22nd, Soulbrain (036830 KS) (market cap of 1.8 trillion won; $1.6 billion) announced its plans to form a holding company structure....
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BGF Holdco At -2.1σ, Another Timing of Stub Trade
There is again a price diversion in the BGF stub today. The pair is currently at a -2.1σ on a 20D MA. The pair has made a 1.6σ move yesterday...
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Korea Stock Market Monthly Recap #38 (July 2019)
Starting August, we are increasing the cash portion of our model portfolio to 50%, up from 40% in July to become more defensive in our model...
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Korea M&A Spotlight: AB InBev Is Selling OB Beer Business (Buy High & Sell Higher?)
On July 28th, a local Korean business newspaper Hankyung mentioned that Anheuser Busch Inbev Sa/Nv (ABI BB) is putting OB Beer business in South...
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