Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 2Q 2023. We highlight 38 pair trades that...
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IMM PE Lanches A Tender Offer on Hanssem
IMM private equity fund launched a tender offer on Hanssem Co Ltd (009240 KS) and its share price surged by 19.7% to reach 53,700 won today.
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Korean Holdcos Vs Opcos Gap Spreads Opportunities in 1Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 1Q 2023. We highlight 33 pair trades that...
381 Views
Oasis Corp IPO Valuation Analysis
Our base case valuation of Oasis Corp is implied market cap of 788 billion won, and target price of 24,847 won per share, which is 18.5% lower than...
541 Views
Lotte Shopping: A Deep Value Stock Poised for a Turnaround
Lotte Shopping is a deep value stock in Korea with key catalysts for a turnaround in 2023. Lotte Shopping currently has a market cap of 2.5...
510 Views