Time for Capital Structure Basket Arbitrage in Korea? Target Names in Basket to Short & Long
First, let me tell you this. The worst may not yet be to come. But it also seems right that we are currently in a highly rare situation as well....
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A Pair Trade Between KB Financial and Woori Financial
Kb Financial Group (105560 KS) and Woori Financial Group (316140 KS) are the second and fourth largest banking groups in South Korea (in terms of...
534 Views
Industrial Bank of Korea: Uninspiringly Cheap
Industrial Bank of Korea (IBK LX) looks relatively cheap and scores well on our VFM (Valuation, Fundamentals, Momentum) system.The trademarked PH...
519 Views
Global Banks: Why Buy High Into Popular and Fashionable Banks and Markets? Be Contrarian and Buy Low
Trawling through >1500 global banks, based on the last quarter of reported Balance Sheets, we apply the discipline of the PH Score™ , a...
494 Views
Woori Bank Holdco Conversion: Current Status & Trade Approach
Woori Bank (000030 KS)'s stock purchase period ended last Friday. We will enter trade suspension starting Jan 9 and until Feb 12. Dilution is...
707 Views