Leading Candidates for the First Value-Up Disclosure
This post delves into the anticipated contents of the initial Value-up guidelines on May 2nd and identifies potential frontrunners for the...
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Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Gap Trades in Korean Prefs Vs Common Share Pairs in 3Q 2024
We discuss numerous gap trades involving Korean preferred and common shares in 3Q24. The recent push for Korea Value Up program has helped to push...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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CJ Cheiljedang Pref: Profits to Turn Around with Moderating Inflation + Big Discount to Common
We think that CJ Cheiljedang's business is likely to turn around in 2024, with more moderate inflation rates and raw material costs leading to...
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