Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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5 Most Actively Arb-Traded Pairs in Korea: 1 Stub & 4 Share Class with +₩1T MC & +₩10B DTV
The May 3 shorting resumption will highlight the 5 most actively arb-traded pairs: 1 stub & 4 share classes (+₩1T MC & +₩10B DTV). This post...
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The Chaebol Dilemma - What's the Family Jewel(S)?
What is the key asset of the SK Group and how should we play this over the course of time ? Here's at least what we should consider
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Global Emerging Markets Weekly: 16 April 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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LG Chem Share Class Arb Presents Another Mid-March-Like Juicy Setup
LG Chem 1P is again at -2σ on a 20D MA relative to Ord, creating another mid-March-like arb setup that gave us a maximum 9% yield.
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