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...
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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...
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Global E&Ps: Energy Weekly Vol. 25
Oil PriceCrude Oil prices rose c.1% on Tuesday, driven largely by partial production shutdowns in the Gulf of Mexico ahead of Hurricane Michael and...
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Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early
SK Telecom's top management is planning to split SKT in the form of spinout (physical division). They will then IPO SKT Opco to raise additional...
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SKI (096770 KS): Korea’s Largest Refiner Ready to Gain from New Regulation
Low price-to-sales, good price momentum, and relatively strong analyst recommendation relative to its sector Being Korea’s largest refiner, SKI...
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