Korea Stock Market Monthly Recap #34 (March 2019)
The top 10 events impacting the Korean stock market, economy, & politics in March were as follows: SEMICONDUCTOR SECTOR WARNINGS KOREAN AIR...
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EM Equity Strategy: Cyclicals Leading, China Surging
Broadly speaking, RS for MSCI EM is currently exhibiting some mild deterioration vs. MSCI EAFE following four months of clear outperformance....
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Korean Stubs Spotlight: Focus on Diverging Share Prices and Changes to Foreign Ownership
In this report, we provide the one year share price comparisons of the holdcos and the opcos in both table and chart formats as well as changes to...
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LG Corp Holdco/Synthetic Sub Trade: Current Status & Trade Approach
LG Corp's 4 listed major subs take up 90% of its holdings. This makes these 4 subs a suitable candidate for a synthetic sub. I synthesize them...
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Last Week in Event SPACE: Toppan, Hyundai Heavy, Descente, Healthscope, Eclipx, Pioneer, Earthport
Last Week in Event SPACE ... Toppan Printing (7911 JP)'s management prefers to run a long/short fund rather than support the company's...
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