Korea Stock Market Monthly Recap #48 (May 2020)
Review of Top 10 Issues Related to Korean stock market, economy, & politics in May 2020 Big interest in SK Biopharm IPO Announcements of IPOs...
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TRACKING TRAFFIC/Containers & Air Cargo: Box Rates Dip in April, Air Cargo Yields Double!
Covid-19 and the measures put in place to slow its spread have wreaked havoc on ocean and air cargo markets in 2020. April data show a number of...
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Korean Air Lines Rights Offer: Trading Angles
Korean Air's ₩1tril rights offering is a well-anticipated one. The size and scope are pretty much in line with the initial expectations. There will...
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Korean Air - A 1 Trillion Won Rights Offering at 31% Discount
If Warren Buffett can't value the intrinsic worth of the airlines in the midst of the current COVID-19 pandemic, how are we mere mortals able to...
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Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
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