Reorganization of the Doosan Group: Why Delist Doosan Bobcat (Jewel of Doosan Group)?
There has been a major backlash among both domestic and overseas investors on the split of Doosan Enerbility, merger swap between Doosan Enerbility...
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Updated NAV Analysis of Doosan Corp Amid IPO of Doosan Robotics
Our updated NAV analysis of Doosan Corp (000150 KS) suggests implied market cap of 3.6 trillion won or target price of 217,392 won which is 47%...
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Doosan Robotics IPO - Thoughts on Valuation - A Punt at Best, a Crash at Worst
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. comparison. In this note, we talk about valuation.
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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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Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on Block Deals
According to Seoul Economic Daily, LG Chem has been tapping various institutional investors for a potential block deal sale of about 1 trillion won...
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