KOSPI200 Rebalance Preview - Changing Names in a Volatile Market
The Korea Exchange (KRX) will announce the results of the June 2020 review of the KOSPI 200 in May. The constituent changes will be effective from...
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Last Week in Event SPACE: Wheelock, Sawada, Breadtalk, Healius, Bumrungrad, Keppel, Genting
Last Week in Event SPACE ... Receiving the full value of Wheelock (20 HK)'s listed holdings (plus a shade extra above the true ratio) plus...
337 Views
Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
410 Views
Revised Trading Approach for Samsung C/1P
Samsung's 30% cap got pushed back to June. Even if imposed in June, the KRX now has a comfortable buffer as the local ETFs do not need to cap...
335 Views
Samsung C&T & Electronics Price Coupling Issue Amid New 3-Yr Shareholder Return Policy
Samsung C&T unveiled a new shareholder return policy for the next three years, FY20~FY22. It said that it would give out 60~70% of the dividend...
334 Views