Ecopro Materials IPO - Peer Comparison - Doesn't Particularly Stand Out
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In our previous note, we covered the company’s performance. In...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
540 Views
Warren Buffett's Investments in Japanese Trading Firms: Impact on Korean Trading Companies
We believe that Warren Buffett's investments in Japanese trading companies have also positively impacted several Korean trading companies in the...
525 Views
Doosan Robotics IPO - Updated Thoughts on Valuation - Sentiments Going Out of Control
Doosan Robotics (454910 KS) is looking to raise up to US$318m in its Korean IPO. In this note, we share our updated thoughts on valuation.
543 Views
Doosan Robotics IPO - The Negatives - But Losses Continue to Widen
Doosan Robotics (DOOSANROBO KS) is looking to raise up to US$314m in its Korean IPO. In this note, we will talk about the not-so-positive aspects...
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