Cowell E Holdings’ Possible Mandatory Conditional Cash Offer
Cowell announced a possible mandatory conditional cash offer at HK$5.87 per share. In combination with a reasonable price, we think that offer will...
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LG Group Announces the Formation of LG NewCo & Split of 4 Companies from LG Corp
LG Group announced the creation of the LG NewCo, which we believe will have a positive impact on LG Corp. However, the overall positive impact is...
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LG Corp: Deep Value + 4 Key Catalysts
In this insight, we provide 4 key catalysts of LG Corp as well as an updated SoTP valuation analysis on the company. Our base case value suggests a...
516 Views
Solid Korea Export (+7.7%yoy) In Sep and Positive Implications
Korea export in September increased by 7.7% yoy.
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6G: Still a Remote Concept; Capable of Overcoming 5G Disappointment
In our previous insight, we spoke about 5G being a disappointment, a possible delay in 5G adoption, and how WiFi-6 could take its place. In this...
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