In today’s briefing:
- Alpha Generation Through Share Buybacks in Korea: August & September 2023
- Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
Alpha Generation Through Share Buybacks in Korea: August & September 2023
- In this insight, we discuss the alpha generation through companies that announced share buybacks in Korea in August and September 2023.
- We provide a list of 18 stocks in the Korean stock market that have announced share buyback programs in August and September 2023.
- The top three market cap stocks that have announced share repurchases include Celltrion Inc (068270 KS), Celltrion Healthcare (091990 KS), and KT&G Corporation (033780 KS).
Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
- 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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