Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>In this insight, we provide an analysis of a pair trade idea between BGF Co Ltd (027410 KS) and Bgf Retail (282330 KS).</li>
<li>Our strategy is to be long BGF Co &amp; short BGF Retail and achieve net gains of 5-8% on this pair trade over the next several weeks.</li>
<li>Our NAV analysis suggests BGF is vastly undervalued as compared to its NAV. BGF's 30% stake in BGF Retail is 819 billion won, which is 184% of BGF's market cap.</li>
</ul>


In this insight, we provide an analysis of a pair trade idea between BGF Co Ltd (027410 KS) and Bgf Retail (282330 KS).
Our strategy is to be long BGF Co &amp; short BGF Retail and achieve net gains of 5-8% on this pair trade over the next several weeks.
Our NAV analysis suggests BGF is vastly undervalued as compared to its NAV. BGF's 30% stake in BGF Retail is 819 billion won, which is 184% of BGF's market cap.


A Pair Trade Opportunity Emerging Between BGF Co & BGF Retail

South Korea

Kopla Co., Ltd. manufactures plastic and synthetic resins for polymer chip and automobile industries.  The Company's main products include automobiles, furniture, machine tools, sports equipment, ventilators and polymer chip for system louvers.

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Kopla Co Ltd (126600 KS)

A Pair Trade Opportunity Emerging Between BGF Co & BGF Retail

We provide an analysis of a pair trade between BGF and Bgf Retail. Our strategy is to be long BGF Co & short BGF Retail and achieve net gains of 5...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)