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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Price/Flow Impact on Four Constituent Changes in KODEX Top 5 Plus ETF Rebalancing in June
This post presents a Long Short basket trade idea on the four potential constituent changes in the KODEX Top 5 Plus TR ETF rebalancing in June.
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W-Scope IPO Lock-Up - US$300m Worth of Shares to Come Free
WCP (393890 KS) raised around US$314m via in its Korean IPO. The stock was listed on 30th Sep 2022, its six-month lockup will expire soon.
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An Increasing Probability of LG Corp Preferred Shares Cancellation
We provide five major reasons as to why LG Corp should cancel its entire preferred shares and how this could have a positive impact on LG Corp's...
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Mahindra & Mahindra (MM IN) | Cracks Widening
Mahindra & Mahindra faces SUV competition, declining sales for Scorpio, XUV300, XUV700. High-end focus risks confusion, loss of market share.
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