Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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LG Chem & LG Energy LONG/SHORT Pair Trading on a Massive NAV Discount
This post explores a pair trading opportunity on the LG Chem/LG Energy Solution pair as LG Chem's NAV discount is nearing 70%.
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Leapmotor Pre-IPO - The Negatives - Related Party Sanctions, Lags Peers
Leapmotor (LM) aims to raise around US$1bn in its Hong Kong IPO. LM is a smart EV company based in China, founded in 2015. In this note, we talk...
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A Pair Trade Between LG Chem & LG Energy Solution
Main reasons why we like this pair trade (long LG Chem & short LGES) include large shares that could be sold after 6 months lockup for LGES, LG...
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Joe Biden's Visit to South Korea: Hyundai Motor Ready to Announce $7 Billion Investment in EVs in US
Hyundai Motor is likely to announce investments of nearly $7 billion for building a mega EV facility in Georgia which was leaked in the media in...
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