Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
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Elliott Factor - Focus Is on Post Spin-Off Mobis Valuation
As of now (Apr 5), Hyundai Mobis Co Ltd (012330 KS) shares are trading at a 16.38% discount to the theoretical value per share suggested by the...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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Hyundai Mobis: A Few Thoughts on PWC's Valuation of the Spinoff Entity - W606,472?...or W78,543?
We took a close look at PWC's DCF-based valuation on the Spin off entity. While we can make a number of comments on the pro-forma, the purpose of...
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Mobis & Glovis Spinoff Merger - Trade Ideas
Let's first have a clear understanding of the structure of this spinoff merger. The IR document looks quite confusing, so I made my own summary...
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