LG Group Restructuring: Holdings a CLEAR 'LONG' & LGE 'Short' in Market Neutral Setup

LG Holdings Stub Trade: Current Status & Trade Approach

LG Corp Holdco/Synthetic Sub Trade: Current Status & Trade Approach

Korea, Equity Bottom-up, Events, Governance, Sustinvest

Sewon Park

Korea, Equity Bottom-up, Events, Governance

Responsible investment, Proxy advisory

Sustinvest

Sustinvest is a specialized ESG research firm that provides comprehensive analysis on company-level ESG performance, industry-level ESG issues, and ESG-related regulations. In particular, we attempt to identify investment risks and opportunities associated with events such as corporate governance changes and M&A. We also conduct company visits and fundamental analysis to discover smaller companies with sustainable business model which are usually overlooked by institutional investors. Our focus is on Korean listed companies and not limited to specific sectors.  

<p>Koo Bon-moo, a leader of the LG Group passed away on 20 May 2018. The attention has been focused on whether his eldest adopted son, Koo Kwang-mo, an executive director of LG Electronics, will be appointed as an executive director of LG Corporation, the holding company of LG Group, in the extraordinary general meeting held on 29 June 2018.</p><p>Some have expressed their concerns over his capacity as a group leader since he has no experiences of leading one of the key affiliates in the group. In this…</p>

Koo Bon-moo, a leader of the LG Group passed away on 20 May 2018. The attention has been focused on whether his eldest adopted son, Koo Kwang-mo, an executive director of LG Electronics, will be appointed as an executive director of LG Corporation, the holding company of LG Group, in the extraordinary general meeting held on 29 June 2018.Some have expressed their concerns over his capacity as a group leader since he has no experiences of leading one of the key affiliates in the group. In this…

A Few Things to Know Before Voting at the EGM of LG Corporation