Daily BriefsEnergy & Materials Sector

Daily Brief Energy/Materials: Ecopro Co Ltd and more

In today’s briefing:

  • Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023


Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023

By Douglas Kim

  • In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023.
  • Of the 38 pair trades, 18 of them involved holdcos outperforming opcos YTD and 20 of them involved opcos outperforming holdcos in the same period.
  • We highlight 38 pair trades that involve Korean holdcos and opcos.

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