In today’s briefing:
- Two Noteworthy Issues in Korea’s SSF/SSO Selection in September Round
- LG H&H – A Key Beneficiary of the Return of Chinese Group Tours to Korea
Two Noteworthy Issues in Korea’s SSF/SSO Selection in September Round
- Recent information leaked through local media reveals that KRX has ultimately opted not to list Ecopro Co’s SSF in the upcoming September round.
- Given the unusually high trading volume of at-the-money (ATM) options in the local SSO market, the market’s interest in covered calls for dividend-yielding stocks can be substantial.
- So, we should pay attention to stocks whose SSO is already listed or will be newly listed in September among those that have shifted their ex-dividend dates to post-dividend confirmation.
LG H&H – A Key Beneficiary of the Return of Chinese Group Tours to Korea
- In this insight, we lay out the thesis that LG H&H is likely to be one of the biggest beneficiaries of the return of Chinese group tours to Korea.
- LG H&H consistently generated more than 1 trillion won in operating profit from 2018 to 2021.
- We expect LG H&H to generate 1 trillion won or more in operating profit in 2024 and 2025, which would be 20-25%+ higher than current consensus estimates in this period.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
