The Week That Was In North Asia@Smartkarma: Won Depreciation, Mercari, & 11st Spin-Off & Investment
It has been an eventful week in North Asia. The biggest story was the hugely successful IPO of Mercari in Japan. In Korea, SK Telecom continued its...
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A Pair Trade Idea on Orion Holdings & Orion Corp
We believe there is an exploitable trading opportunity between Orion Holdings Corp (001800 KS) and Orion Corp (271560 KS) right now. In the past...
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Innovative Foods = Portfolio Outperformance (III)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2018 that are having significant impact on...
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Last Week in Event SPACE - BGF, PLDT, IDFC, Sekisui, Pou Sheng, TVB, Cifi
Last week, the potential trading opportunities in BGF Co Ltd (027410 KS)'s share swap; Philippine Long Distance Tel (TEL PM) may be at risk should...
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Orion Holdings NAV - Price Upside Potential Analysis
There is no doubt that this is a bit surprising. Orion tender offer was actually oversubscribed at 134.17%. As a result, the major shareholders...
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