Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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LG Chem & LG Energy LONG/SHORT Pair Trading on a Massive NAV Discount
This post explores a pair trading opportunity on the LG Chem/LG Energy Solution pair as LG Chem's NAV discount is nearing 70%.
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South Korean Financials: Increasing in Value
Global Value managers have continued to increase exposure, positioning themselves at record weights, record overweights and with more funds...
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SSG.Com & 11st: Need to Drastically Cut Their Valuations to Complete Their IPOs in 2022/2023
SSG.com and 11st are getting ready to complete their IPOs in 2H 2022/2023. Both companies would need to significantly reduce their valuation...
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ECM Weekly (24th Apr 22) - Sk Shieldus, One Store, LIC, Campus, Rainbow, Zhihu, LG Energy, Shin Kong
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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