Gap Trades in Korean Prefs Vs Common Share Pairs in 2Q 2024
We discuss numerous gap trades involving Korean preferred and common shares in 2Q 2024. The Korea Value Up program in Korea has helped to push up...
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Mao Geping Cosmetics Pre-IPO Tearsheet
Mao Geping Cosmetics (1478187D CH) is looking to raise around US$300m in its upcoming Hong Kong IPO. The bookrunner on the deal is CICC.
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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What Did NPS Buy and Sell in 3Q 2023?
In this insight, we provide the major changes in NPS' stakes in 25 Korean companies in 3Q 2023. In 3Q 2023, NPS reduced its stakes in the IT,...
590 Views
2024 High Conviction - Giant Biogene - Growth Rate Keeps Moving Higher
Giant Biogene was listed in Hong Kong IPO in 2022. It has done well since and is now trading 45% above its IPO price, but its still cheap.
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