The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
485 Views
Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
304 Views
Ganfeng Lithium Placement - Recent Momentum Has Been Weakening, Last Deal Did Exceptionally Well
Ganfeng Lithium (1772 HK) aims to raise around US$628m to fund its capacity expansion plans and for potential investment.
376 Views
Asia Shorts: CGS, CTF, ASM Pac, PCCW, KyushuRail, Marui, HMM, Doosan, LG Chem, HMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
340 Views
Screening for GEMs: June 2021
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
315 Views