Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Event-Driven

Yesterday (Jan 23) in a regulatory filing, both SK Holdings (034730) and LG Corp. (003550) said that they reached to an agreement on the sale of 51% stake in LG Siltron. SK Holdings paid ₩620bil (US$531mil) to acquire 51% stake from LG Corp. LG Siltron produces wafer which is one of the key materials for semiconductor production.

Yesterday (Jan 23) in a regulatory filing, both SK Holdings (034730) and LG Corp. (003550) said that they reached to an agreement on the sale of 51% stake in LG Siltron. SK Holdings paid ₩620bil (US$531mil) to acquire 51% stake from LG Corp. LG Siltron produces wafer which is one of the key materials for semiconductor production.

SK & LG's Deal on Controlling Stake in Semiconductor Wafer Producer LG Siltron - Key Issues

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Equity Bottom-Up

Hisense Visual Technology Co., Ltd. A / Equity Bottom-Up

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge freezers, built with built-in voice control capability, which can receive user voice commands. They can also interact with users to recommend dishes based on scanned available food ingredients found in them and family members’ health conditions and food preferences. With the trend towards control through voice recognition, which became mainstream at CES 2017, and is seeing companies such as LG Corp equipping their latest fridge freezers with Amazon Alexa, Hisense is not only competing with its Chinese rivals but is also aiming to closely develop its appliances in line with global trends for its global competencies against Western (e.g. Electrolux, Whirlpool) and South Korean companies (e.g. LG, Samsung).

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge freezers, built with built-in voice control capability, which can receive user voice commands. They can also interact with users to recommend dishes based on scanned available food ingredients found in them and family members’ health conditions and food preferences. With the trend towards control through voice recognition, which became mainstream at CES 2017, and is seeing companies such as LG Corp equipping their latest fridge freezers with Amazon Alexa, Hisense is not only competing with its Chinese rivals but is also aiming to closely develop its appliances in line with global trends for its global competencies against Western (e.g. Electrolux, Whirlpool) and South Korean companies (e.g. LG, Samsung).

Hisense Group: Another Chinese Manufacturer to Watch Out

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

Thematic (Sector/Industry)

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of Singapore’s 20 biggest Capital Goods stocks have business activities that span across Asia.Singapore lists the third biggest Capital Goods stock in Asia Pacific – Industrial Conglomerate, Jardine Matheson Holdings, which re-joined the STI in November. Over the past 12 months, Jardine Matheson Holdings generated a 15.7% total return, with 2016 turnover 70.6%…

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of Singapore’s 20 biggest Capital Goods stocks have business activities that span across Asia.Singapore lists the third biggest Capital Goods stock in Asia Pacific – Industrial Conglomerate, Jardine Matheson Holdings, which re-joined the STI in November. Over the past 12 months, Jardine Matheson Holdings generated a 15.7% total return, with 2016 turnover 70.6%…

Recent Resilience of the Capital Goods Industry

Televisions (TVs) proved to be a highlight at CES, dominating the show floor and headlines. However, TV’s last major game changer, back in 2007 – 3D – was an absolute flop, and wearables have hogged the limelight for the past few years. But TVs have since regained the lead role at Las Vegas, and many manufacturers were proudly displaying new models.

Televisions (TVs) proved to be a highlight at CES, dominating the show floor and headlines. However, TV’s last major game changer, back in 2007 – 3D – was an absolute flop, and wearables have hogged the limelight for the past few years. But TVs have since regained the lead role at Las Vegas, and many manufacturers were proudly displaying new models.

CES2017: Old Tech Is Cool Again – The Return of TVs

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China.

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in the coming years. The latest change – draft rules on batteries for electric vehicles (EV) released by the government on 22 November – has disrupted at least one foreign battery maker’s plans to invest in the sector in China. 

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

South Korea

LG Corp. is a holding company, which operates subsidiaries including LG Electronics, LG Household & Health Care, LG Chem Ltd., and Dacom Corp. The Company's main business areas are electronics, chemicals, and household products manufacturing and telecommunications services.

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LG Corp (003550 KS)

SK & LG's Deal on Controlling Stake in Semiconductor Wafer Producer LG Siltron - Key Issues

Yesterday (Jan 23) in a regulatory filing, both SK Holdings (034730) and LG Corp. (003550) said that they reached to an agreement on the sale of...

Sanghyun Park

Hisense Group: Another Chinese Manufacturer to Watch Out

During CES 2017, hosted in January 2017, in addition to its latest laser television products, Hisense showcased its newest connected fridge...

Euromonitor International Ltd.

Recent Resilience of the Capital Goods Industry

Stocks categorised to the Capital Goods Industry are involved in a wide range of manufacturing and distribution activities. The majority of...

Singapore Exchange Ltd (SGX)

CES2017: Old Tech Is Cool Again – The Return of TVs

Televisions (TVs) proved to be a highlight at CES, dominating the show floor and headlines. However, TV’s last major game changer, back in 2007 –...

Euromonitor International Ltd.

China: Main Competition Intensifies – Pressure on Foreign Firms' Electric Vehicle Plans

A series of regulatory changes is raising questions about the ability of foreign companies to compete effectively in China’s automotive sector in...

Control Risks

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