Asiana Takeover: Potential Tender or Resale of Air Busan & Asiana IDT
Asiana deal practically comes to an end. HDC-OP (294870) will likely own an estimated 50% (or more) stake in Asiana. The other consortium partner...
417 Views
Korea M&A Spotlight: HDC Hyundai Development Consortium to Acquire Asiana Airlines?
It was reported in numerous Korean media on November 8th that the HDC Hyundai Development Engineering & Construction (294870 KS) & Mirae...
370 Views
KMW - What's Up Next After Nokia Earnings Disaster?
Kmw Co Ltd (032500 KS), a Korean telecom equipment maker, had a terrible week last week. Its share price fell 17.8% last week and 15.5% on Friday...
428 Views
HDC Stub Trade: Another Entry Point
HDC Holdco/Sub is now at -1.5σ on a 20D MA. Price ratio is reaching the 120D low. The concern over Holdco's sub dividend income seems to have been...
605 Views
Time to Stub Trade on HDC: Lowest σ in 120D & Sub's Strong 1Q Is Mainly Existing Biz
HDC sub (HDC-OP) had a strong quarter. But this was mostly existing business. Growth business isn't contributing much yet. That is, it is unlikely...
402 Views