Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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NCsoft Plans to Buy a Big Piece of Land in Pangyo - A Short Term Negative
On 16 April after the market close, it was reported in several local media reported that NCsoft Corp (036570 KS) plans to buy a big piece of land...
365 Views
Hyundai Steel: Three Key Catalysts
After the COVID-19 panic selling in Korea, companies with more than $1 billion in market cap and those that are trading at "dirt-cheap" valuations...
427 Views
Hyundai Mobis/Motor Pair Trade: Capitalize on Misinterpretation by Market
Hyundai Mobis and its big brother Motor are also suitable for pairs trading. Their correlation has consistently hovered around and above +0.7. As...
402 Views
Hyundai Glovis/Mobis Pairs Trading: Now At -2.7σ & A New 2-Yr Low, Too Harsh to Miss Out
Hyundai Glovis/Mobis pair generally makes an excellent duo for pairs trading. The 2-yr correlation coefficient is 0.76. As shown in the below...
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