Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Closing the Gap Between LG Energy Solution & LG Chem Pair Trade

BGF & BGF Retail Pair Trade: Two Sons of BGF Chairman Hong Receive a Combined 20.9% Stake in BGF

A Pair Trade Between LG Chem & LG Energy Solution

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

<ul>
<li>In this insight, we review all the 16 Korean pair trade ideas in 2022.</li>
<li>A few of the best performing pair trade ideas this year included long LG Chem/short LGES, long Doosan Corp/short Doosan Enerbility, and long KIH/short MFG.</li>
<li>Going forward in 2023, as the market continues to show higher volatility, there could be continued strong interest in pair trade ideas in Korea. </li>
</ul>


In this insight, we review all the 16 Korean pair trade ideas in 2022.
A few of the best performing pair trade ideas this year included long LG Chem/short LGES, long Doosan Corp/short Doosan Enerbility, and long KIH/short MFG.
Going forward in 2023, as the market continues to show higher volatility, there could be continued strong interest in pair trade ideas in Korea. 


LG Energy Solution

Korean Pair Trades Review in 2022