BGF & BGF Retail Pair Trade: Two Sons of BGF Chairman Hong Receive a Combined 20.9% Stake in BGF
Two sons of Chairman Hong received a combined 20.9% stake in BGF. We like a pair trade between BGF Co (go long) and BGF Retail (go short). Price...
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A Pair Trade Between GS Holdings & GS Retail
In this insight, we discuss a pair trade between GS Holdings (078930 KS) (go long) and GS Retail (007070 KS) (go short).
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Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
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BGF Retail & GS Retail: Korean CVS Plays Likely to Better Withstand Higher Inflation
BGF Retail and GS Retail are strong turnaround plays amid the end of the social distancing policies in Korea. These CVS plays are well positioned...
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Combined Rebalancing Flow Estimations of Three Indexes in Korea on March 10
This post estimates the combined rebalancing flows of Korea's three local indexes, which should be seen on March 10, supposedly at the close.
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