HMM's Massive Rights Offering - Specifics & Intentions (Why? & Why No to BlackRock)
Hyundai Merchant Marine (011200 KS), HMM for short hereinafter, decided to do a ₩693.6bil capital increase through new rights offering. HMM's...
251 Views
NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move
Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...
1.4k Views
Mitsui Engineering Targets Natural Gas Hydrate as Japanese Shipbuilders Restructure
We wrote on Mitsui Engineering & Shipbuilding (7003 JP) on 14 Feb noting the very high level of its holding company discount, likely due to...
671 Views
Samsung Restructuring Update - Newly Emerging Scenario & Regulatory Pushes
Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are...
288 Views
Hyundai Robotics Valuation Debate - Investment Guide for May 10
My proposed valuation for Hyundai Robotics is ₩3.47tril with 71.8% upside potential from the price on the last trading day. I feel that this is...
292 Views