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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LGChem/SKI Deal - Another Korea Discount Worry? Follow the Female Lead
IP protection is a big worry for Korean firms - has the 2 precedent cases in Korea in 2021 lower the value of IP from the view of international...
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LG Chem & SK Innovation Reach an Agreement Right Before SK IET IPO Book Opens
LG Chem and SK Innovation reached an agreement in the fierce battery dispute right before the SK IET IPO book opens on April 13. Official words...
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