Time to Short Samsung SDI on Inevitable ECO of Battery Unit or Massive Rights Offer
This post discusses the situation of Samsung SDI requiring either spinoff of the battery unit or a massive capital increase. So, the time has come...
364 Views
KRX BBIG Index Rebalance: Krafton, SK Bioscience, SK IE Tech Included (Among Others)
Krafton has been added to the Game index, SK IE Tech added to the Battery index, SK Bioscience to the Bio index. Lots of flow on some names....
238 Views
Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
398 Views
CATL (宁德时代) Placement - Back in the Market Again to Fund Expansion
CATL (A) (300750 CH) is looking to raise up to about US$9bn in its upcoming placement to fund its expansion plan. In this note, we will look at the...
191 Views
KODEX Samsung Group ETF & Samsung C&T Stub's Harsh Discount
If we look at the trend of the price ratio of C&T versus Synthetic over the past two months, we can find something quite interesting in connection...
224 Views