Korea M&A Spotlight: POSCO or SK to Acquire KCFT for About 1 Trillion Won?
It was reported in numerous local Korean media yesterday that POSCO (005490 KS) and SK Group are leading contenders to acquire a Korean company...
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Hyundai Heavy Holdco Trade: Long Holdco / Short HHI (30%) & SKI (70%) On Aramco Deal
Korea's local news outlet reported that Saudi Aramco agrees to buy a 15~20% stake in Hyundai Oilbank Co Ltd (1082Z KS) in a pre-IPO deal. Aramco...
424 Views
Interesting Stocks to Consider in Asia, Vol. 2
We highlight 15 stocks in Asia that look interesting to us based upon our FVMR Methodology. Our research team constantly reviews the Asian markets...
422 Views
Hyundai Heavy Holdco Trade: Long Holdco on 6% Potential Yield Amid Oilbank IPO
Hyundai Oilbank Co Ltd (1082Z KS) finally got green light for IPO from the FSC. Oilbank will likely submit IPO book around mid Dec with an aim of...
513 Views
SK Holdco Trade: Initiate Long Position on Higher Dividends
Revised values of Holdco's unlisted holdings put Holdco discount at 48.95% to GAV and 34.87% to NAV. Given that Korea's average holdco discount is...
526 Views