Doosan Bobcat Placement - Past Deals Have Been Mixed but the Stock Has Been Doing Well
Doosan Enerbility (034020 KS) aims to raise around US$220m via selling around 4.9% of Doosan Bobcat Inc (241560 KS) . This will be the third deal...
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NPS: Increasing Capital Allocation to More Defensive Stocks in Korea
In this insight, we discuss the recent Korean stock portfolio allocation changes by the NPS. The data suggests that NPS has been increasing its...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 2Q 2023. We highlight 38 pair trades that...
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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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