EV Batteries Monthly: COVID 19 Risks; Panasonic-Tesla Gigafactory Profits & CATL Partners with Tesla
Highlights since our last monthly- ‘EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions’ are as...
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Transfer of Rechargeable Batteries Modules & Packs Business from LG Electronics to LG Chem?
One of the big winning sectors in the Korean stock market this year has been the rechargeable batteries related stocks including Samsung Sdi...
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Timely Opportunity for LG Chem Dual Class Share Arb
LG Chem's latest price surge is also creating a juicy arb opportunity with its preferred share. The pair is now at -2.3σ on a 20D MA. Where does...
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Take Profits on Samsung SDI Pref (Up 92% YTD)
Samsung SDI Co Ltd (006405 KS) shares have been soaring this year (up 92% YTD), versus KOSPI which is up only 1% YTD. Samsung SDI Pref has been one...
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Korea - Short Covering on Samsung Names, Except Electronics
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 7 February...
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