Gap Trades in Korean Prefs Vs Common Share Pairs in 1Q 2023
We see some attractive longer-term opportunities for Amorepacific Corp, Doosan Fuel Cell, LG H&H, and LG Chem, which have high discounts for...
358 Views
Hankook Tire & Chosun Refractories Enter M&A Fight for Korea Zinc: [Young Poong's Cheap NAV]
There are increasing evidence that suggests that the M&A fight Korea Zinc (010130 KS) between the Jang and Choi families is becoming more heightened.
387 Views
Korean Prefs Vs Common: Closing the Gaps on Select Stocks
We discuss two positive factors pushing greater demand for Korean preference stocks (value & new government) offset by one major negative factor...
429 Views
Dongwon Industries Listens to Minority Shareholders and Changes Merger Ratio with Dongwon Enterprise
In a surprising move, Dongwon Industries announced that it will listen to the demands of the minority shareholders and change the merger ratio with...
337 Views
Merger of Dongwon Industries & Dongwon Enterprise
Dongwon Industries plans to merge with Dongwon Enterprise, paving the way for the latter company to complete a backdoor public listing. This merger...
405 Views