StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
447 Views
LG Corp: Updated SoTP Valuation Analysis & Timing of Key Upcoming Catalyst Events
In this insight, we provide an updated SoTP (Sum-of-the Parts) valuation analysis of LG Corp. Our revised NAV of LG Corp is 152,080 won,...
442 Views
Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections
In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...
371 Views
POSCO: Sentiment Turnaround
EM fund ownership in POSCO is at the lower end of the 12-year range. As the fundamentals start to match up for a growing number of managers,...
309 Views
Asia Short Interest: JD, NetEase, Xiaomi, SMIC, M3, Toto, LG Chem, Celltrion, Largan, TSMC
The weekly short interest report looks at large moves across HK, Japan, Korea and Taiwan names to gauge investor interest in the stock.
386 Views