Doosan Robotics (Number One Player in Collaborative Robots in Korea) & NAV Analysis of Doosan Corp
Doosan Group is aiming to complete the IPO of Doosan Robotics in 2H 2023. Doosan Robotics is expected to be one of the largest IPOs in Korea in...
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A Sharp Increase in Unsold Housing Units in Korea: A Trading Opportunity
We believe there is a sound trading opportunity of shorting a basket of large construction stocks including Hyundai E&C, GS E&C, and Daewoo E&C...
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Doosan Bobcat: Block Deal Sale of 4.8% of Outstanding Shares
On 7 March, Doosan Bobcat announced a block deal sale of 4.87 million shares, representing 4.8% of outstanding shares. The block deal discount...
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Doosan Bobcat Placement - Past Deal Didn’t Do Well, This Time Could Be Different
A group of shareholders aim to raise around US$138m by selling all of their remaining stake in Doosan Bobcat. This is a clean-up trade.
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Korean Holdcos Vs Opcos Gap Spreads Opportunities in 1Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 1Q 2023. We highlight 33 pair trades that...
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