OCI Global’s Merger
In what can only be described as a masterclass in public equity value destruction disguised as strategic transformation, OCI Global
Anglo–Teck: Policy Overhang Lifted; Timing Now the Story
Canada clears Anglo–Teck under ICA; focus shifts from politics to pacing. Remaining steps: antitrust and B.C. court. Commitments include Vancouver...
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Korea Small Cap Gem #51: Hanssem (Cancellation of 29.5% of Outstanding Shares)
After the market close on 22 December, Hanssem Co Ltd (009240 KS) announced that it will cancel all of its 6.933 million treasury shares (29.5% of...
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March KOSPI Size Rebalance: Sanity-Check for Front-Run Angles
This post checks the March KOSPI rebalance for potential front-run angles, highlighting LARGE ↔ MID movers, market-cap gaps, and recent momentum...
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Weekly Update (MICC, 3134, 441A)
Unilever (UL) spun off the Magnum Ice Cream Company (MICC) on December 8, 2025. Shareholders and ADS holders received one Magnum Share...
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