Hyundai Mobis: One Possible Post Spinoff Earnings and ROE Scenario if the Proposal Passes
As May 29 approaches with Mobis on the road, the Mobis spinoff is something that seems to be on many investors' minds. Since Sanghyun Park and...
403 Views
April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
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Hyundai Mobis May 29 EGM Vote Counting Simulation
According to the Article 434 of the Commercial Act, Mobis needs 2/3 of the voting rights of the shareholders present at the May 29 shareholders...
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Mobis-Glovis Pair Trading Re/Preview
The price-appraisal right exercise price spread for both Mobis and Glovis has been reduced since Mar 30. In particular, Glovis' shares are now...
129 Views
Hyundai Motor Bull Break Points on a Weaker KRW
We have built a case for a stronger USD cycle rolling into Asian FX with the Korean Won next in line to inflect after the Singapore dollar. We are...
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