Korea Single Subsidiary Stub Trade: 18 in Total with 3 New Ones
This insight tracks a total of 18 single subsidiary holding companies in Korea for stub trade. I revised the NAV discounts.
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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...
542 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...
515 Views
Korea's Low Dividend Stocks Facing Pressure From Institutional Investors
Korean companies have historically carried fairly low dividend yields, which is one of the key factors driving the so-called "Korea Discount". As...
471 Views
Last Week in Event SPACE: MYOB, Lynas, Versum, Jardines
Last Week in Event SPACE ... Not a bad reward/risk as Manikay greenmails KKR's MYOB Group Ltd (MYO AU) offer. If the Malaysian government impasse...
466 Views