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...
398 Views
The War on Huawei, Its Impact on TSMC, and the Invincible Spanish Armada
Huawei is one of the largest telecom equipment companies in the world and it is also one of the top customers of Taiwan Semiconductor Manufacturing...
451 Views
LG Uplus: Two Key Catalysts in 2019 (5G Roll-Out & Potential Acquisition of CJ Hellovision)
LG Uplus Corp (032640 KS) was a clear market winner in 2018 as the stock was up 26% last year versus KOSPI which was down 17%. We think that LG...
666 Views
Duzonbizon: Capitalizing on the Growth of Cloud Based CRM Software in Korea
Duzonbizon (012510 KS) (also spelled "Douzonbizon"), is a leading beneficiary of the expanding cloud based CRM software market in Korea. The Korean...
712 Views
LG Holdings Stub Trade: Current Status & Trade Approach
LG Holdings (003550 KS) is mainly made up of LG Group's 4 major listed subsidiaries. The four account for 76.85% of NAV, and 90.18% of holdings...
1.5k Views