Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
701 Views
Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
615 Views
Korean Stubs (13 in Total) Monitoring: Two Names (Kolma & Youngone) Stand Out for Trade
Below are the 13 Korean single-sub stubs that I am closely monitoring regularly.Which ones are at a severe divergence at this point? Kolma and...
569 Views
Youngone Holdco/Sub Trade: Price Divergence Got Too Wide
Youngone Holdings (009970 KS) is another single-sub holdco. Youngone Corp (111770 KS) is the largest sub that accounts for 70% of Holdco NAV....
802 Views
Toptec: A Leading Factory Automation Equipment Player in Korea
Toptec Co Ltd (108230 KS) is a leading factory automation equipment manufacturer in Korea with a market cap of 1.05 trillion won. There is no...
677 Views