Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
442 Views
Orion Stub Trade for a Short-Term Reversion as the Current Level Should Be a Floor
The Orion stub is again at below -2σ on a 20D MA. The price ratio is pretty much at the same level as the 2-yr low.The warming Korea-China relation...
320 Views
Orion Stub: Another Entry Point This Morning
The Orion pair is currently at nearly -2σ on a 20D MA. The duo is making a substantial divergence this morning as the sub is up 5.7%, mainly due to...
338 Views
Korea Shorts Data Analysis (#3): LG H&H, Amorepacific, KMW, Hotel Shilla, & DSINFRA
This is our third edition of the Korea Shorts Data Analysis. We broke down the Korean shorts data analysis that are available on KRX (data as of...
329 Views
Orion Holdings Stub: Discount Correction Coming to End, Time for Stub Trade
Orion Holdings is currently at a -1.5σ relative to the Sub, Orion on a 20D MA. The price ratio is at a 120D low and also pretty close to the 1Y...
361 Views