Hanjin Kal Stub Trade: Activist Factor Led to a Huge Price Distortion, Short Holdco
Hanjin Kal shares have enjoyed an activist push. The shares were up 24.8% since Nov 9. We are now seeing a huge price distortion. Hanjin...
436 Views
KCGI Goes Activist on Hanjin Kal Corp & Our NAV Analysis of Hanjin Kal
A local private equity firm called KCGI started going "activist" on Hanjin Kal Corp (180640 KS) on November 15th. It was announced that Grace...
628 Views
Ctrip Q318 Results: BAD (Increasing Margin Pressure) > GOOD (Bottoming of Revenue Growth)
Ctrip.Com International (Adr) (CTRP US) reported Q318 earnings results after hours on Wednesday, November 7th that include a mix of good and bad.On...
545 Views
Aug-Sep Numbers Show Tourist Spending in Korea Slowed | Confirms Chinese 代购 ('daigou') Crackdown?
The number of Chinese visitors to Korea has been recovering since Q2 this year following a sharp drop in 2017 related to the THAAD-controversy,...
495 Views
TRACKING TRAFFIC/Containers & Air Cargo: August Box Rates Stop Falling | Air Cargo Yields Firm
Tracking Traffic/Containers & Air Cargo is the hub for all of our research on container shipping and air cargo, featuring analysis of...
276 Views