Gap Trades in Korean Prefs Vs Common Share Pairs in 3Q 2023
In this insight, we discuss numerous gap trades involving Korean preferred and common shares in 3Q 2023. Among the 28 major pair trades, 9 of the...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 3Q 2023. We highlight 38 pair trades that...
566 Views
Memory Monitor: Nanya Management Provides More Color on DRAM Cycle Bottom; Elan a Long W/ More Edge
While Nanya's comments indicated a more delayed recovery for Memory than Micron's recent guidance, overall the industry for Micron, SK Hynix, and...
409 Views
Fadu IPO - Thoughts on Valuation
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. Previously, we looked at the company’s past performance and undertook a peer...
377 Views
Fadu Pre-IPO - Peer Comparison - Hardly Comparable in Scale to Its Peers
Fadu (440110 KS) is looking to raise up to US$147m in its Korean IPO. In our previous notes, we looked at the company’s past performance. In this...
387 Views