HMC/Kia Pair: Kia Got Overheated for a Wrong Reason, Long HMC / Short Kia
Kia Motors' short selling % had hovered at a 35-45% during the Sep 11-18 period. This is 4 times an usual level. On Sep 11, the HMC/Kia market cap...
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Hyundai Motor Restructuring: Make a Proactive Move on Share Class Pair Trade
Elliott made another move on the HMG restructuring. This implies that the HMG's revised restructuring plan will be announced pretty soon. This...
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Smartkarma's Week That Was in JP/KR: Value in Autoparts, JDI & Hyundai Mobis Restructuring Updates
Macro dominated in the last week as markets were relatively benign with TOPIX flattish and KOSPI up 0.7% going into Friday before concerns about...
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Hyundai Motor Group Restructuring Update - Revised Plan Summary
We had another interesting day yesterday. Samsung made a headline with its jaw-dropping investment size (a total ₩180tril). Samsung Biologics Co.,...
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Updates on Korea's Chaebol Reforms - Proposed Revisions of the Fair Trade Act Were Specified
On 6 July 2018, a public hearing on proposed revisions of the Fair Trade Act was held. In my earlier insight Korean Conglomerates Likely to Embark...
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