Innox Corp's Tender Offer Summary
We have another interesting tender offer thing in Korea, which is very similar (in fact, almost identical to that of Hyundai Robotics' recent...
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Korean Holdco Conversion Candidates: Facts, Expectations, and the Big Picture
Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past 6-9 months. In this...
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Update on Innox Corp's Holdco/Opco Demerger
In this part 2 of Innox Corp's Holdco/Opco demerger, I summarized both entities' market debut and price movements in the last four trading days. In...
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StubWorld: The Framework
Over the last decade in my research, I have compiled a list of many hundreds of parent vs holding relationships (often called "stubs"), with at...
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Last Week, in Event SPACE (28 May 2017)
In this note... Korean Holdcos continued their exemplary outperformance YTD... IOF’s management platform grab may have finally run out of, well,...
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