Mobis-Glovis Pair Trading Re/Preview
The price-appraisal right exercise price spread for both Mobis and Glovis has been reduced since Mar 30. In particular, Glovis' shares are now...
259 Views
Elliott Vs. Hyundai Battle with Korea FTC's Weird Refereering
It is a bit irony that Kim Sang-jo, head of the Korea FTC and also Korea's most prominent chaebol reformist, is rather bashing Elliott instead of...
321 Views
Elliott Factor on Hyundai Mobis - Status Update
The focus is now on the Hyundai Mobis Co Ltd (012330 KS) EGM which will take place on May 29. It now seems almost certain that there will be a very...
319 Views
Hyundai Motor Co Pref - Correction on Situational Assessment
I first need to admit that I was wrong to say the HMC Class B-2 Pref is more sensitive to a dividend hike event because it is a participating pref....
512 Views
Hyundai Motor Co Prefs - Situational Assessment
It was reported that several HMC Group officials had met Elliott last week sometime between Apr 9 and 12. Elliott was said to have asked for more...
388 Views