Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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Korea - Massive Covering on Hyundai Motor, Shorts Increase on SK Companies
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 29 November.Current...
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Where We Are Adding Risk in Asia - Korea Focus
The following update was issued over the weekend which outlines our more bullish view on Korea and stocks we like in Korea, Taiwan and Hong Kong as...
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NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
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