The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
306 Views
Bocom, Hyundai Launch Bonds; Macro; Rating Changes; New Issues; Talking Heads; Top Gainers & Losers
US markets slipped marginally ahead of the US consumer price index (CPI) for May, to be published later today. S&P was down 0.2% and Nasdaq was...
146 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
208 Views
Screening for GEMs: June 2021
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
210 Views
Korea Sector Pair: Hyundai Mobis Vs. Kia and Hyundai Motor
This post examines the continued diversion in Hyundai Mobis vs. Kia Corp and Hyundai Motor and discusses why we should see a reversion at this point.
278 Views