Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
490 Views
Orion Corp - Record Results in 2Q 2022 Bolstered By Strong Sales in China, Russia, & Vietnam
Despite unfavorable business environment such as global inflation, Orion was able to generate excellent progress in sales and profit growth in...
293 Views
Suspension of 2,000 Taiwan Food Products by China: Start of an Economic Warfare?
China has started to suspend nearly 2,000 food products from Taiwan to China as it protests a visit to Taipei by the US Speaker of the House Nancy...
246 Views
Korean Food & Beverage: An Outperforming Sector Beating Inflation & KOSPI
In this insight, we discuss the share price performances of the top 50 F&B companies in Korea and whether these Korean F&B companies could continue...
223 Views
Noteworthy Flow Trend: Korea NPS Overweighting Local Equity
The NPS seems to have recently begun to overweight local equity, and this post investigates this significant flow trend and the stocks worthy of...
297 Views