StubWorld: Iljin Holdings - Discounts On Discounts
Iljin Holdings' implied stub is around levels just prior to the Covid, despite strong subsequent deconsolidated earnings. 50.1%-held Iljin Diamond...
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ESOP Lockup Releases: Iljin HySolus & Hyundai Heavy Industries
This post investigates the two ESOP lockup releases we will see in September in Korea: Iljin HySolus and Hyundai Heavy Industries.
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StubWorld: News Corp/REA Group, Jafco/Nomura Research, Iljin Holdings/Iljin Electric, Sakata/SIIX
Looking at consensus numbers, the majority of forward growth is coming from REA, not the stub ops. From a NAV viewpoint, News Corp is trading rich....
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StubWorld: Iljin, Alliance Global, H2O/Toho, Daewoong, Silicon Integrated/United Micro, Ayala
This week in StubWorld ... A change of pace with RV bifurcations having settled down (somewhat) from a month ago: a quick read through on three...
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StubWorld - Set-Up & Unwind Extremes: Japan Post, Mitsui Engineer, Iljin Holdings
This week I briefly look at recent (& ongoing) bifurcations in Japan Post Holdings Co Ltd (6178 JP), Mitsui Engineer & Shipbuild (7003...
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