Korea Preferred Shares - Liquidity Picks Up Amid Some Big Moves
Preferred shares in Korea have historically traded at a discount. At times the discount has been so wide that funds have been set up just to invest...
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Samsung to Gain from Apple’s Supply Chain Woes in China
Apple on Monday warned that it does not expect to meet its quarterly guidance issued on January 28th, 2019 as a result of the ongoing Coronavirus...
371 Views
How Do We Play Samsung Dividend Arb Trade?
Samsung needs to meet the 50% target of the 3-yr rolling FCF. This year's projected FCF? It may be too early to tell, but the local street...
408 Views
Korea - AmoreCorp, LotteChem, KMW, Helixmith Shorts Increase; Covering on Shinhan, Semco, Samsung
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 14 February...
345 Views
Samsung C/1P Is At -1.4σ & 1P Discount Close to an All-Time Low: Structural Reversion Is Ahead
Samsung C/1P is currently at -1.4σ on a 20D MA. The preferred share discount is 14.72%, which is pretty close to the 2-yr low (14.57%). Even...
257 Views