The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
306 Views
Korea's Local Sector Index (FnGuide Secondary Battery) Rebalancing Made a Big Splash Last Friday
The local sector index rebalancing made a huge passive flow impact on SK IE Tech last Friday, and here are the upcoming index events potentially...
406 Views
Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
207 Views
Initial Thoughts on the LG Energy Solution IPO
LG Energy Solution is getting ready for an IPO in Korea in 2H 2021. LG Energy Solution is expected to be the largest IPO in Korea this year.
238 Views
LG Energy Solution KOSPI IPO: Listing Schedule & Valuation Issues
This post looks into the IPO schedule and valuation issues of LG Energy Solution, which applied for a preliminary listing review yesterday.
200 Views