bullish
Korea Consumer Discretionary: A Pair Trade (Long CJ ENM and Short HYBE)
313 Views13 Oct 2022 23:10
In this insight, we discuss a pair trade of going long on CJ ENM and going short on HYBE. CJ ENM's valuations are much more attractive and offer higher value as compared to HYBE.
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 17-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- End of Mandatory Lock-Up Periods for 58 Companies in Korea in December 202230 Nov 2022
- HYBE Shorting Opportunity with a Lockup Release from Dunamu15 Nov 2022
- HYBE: Korean Govt Mandates BTS Members to Enlist in Military - 50% Further Downside Risk Ahead17 Oct 2022
- HYBE: Significant Reduction in MSCI Korea Index Weight Likely in 202215 Jun 2022
- HYBE: Consensus to Slash Earning Estimates Due to BTS Going on A "Temporary Break" For Solo Projects15 Jun 2022
- CJ ENM: Potential Block Sale of Its Stake In Netmarble & Concerns About Corporate Reorganization03 Feb 2022
x