Korea Stock Market Monthly Recap #44 (January 2020)
The top 10 events impacting the Korean stock market, economy, & politics in January were as follows: 1) NEW CORONAVIRUS (WUHAN VIRUS) 2)...
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Korea - Celltrion Shorts Increase, Semco Covering Continues
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 17 January 2020....
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Celltrion Merger: Is It for Real This Time? Why Next Year?
Almost every year, we hear this same old story about the Celltrion merger when we approach the OGM season in March. It has always been Chairman Seo...
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A Potential Merger of Celltrion, Celltrion Healthcare, & Celltrion Pharma?
The Celltrion Group Chairman Seo Jung-Jin made an important announcement at a JP Morgan Conference in San Francisco on January 15th. Chairman Seo...
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Stock Short Ideas Within an Index Long Environment
Positioning is quickly shifting to more index net longs and we are on the hunt for stock shorts in Asia given the more bullish Q4 seasonality and...
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