Korea Zinc: Treasury Shares Swap with LG Chem & Hanwha Corp + Treasury Share Sale
On 23 November, Korea Zinc announced that it will swap its treasury shares with LG Chem and Hanwha Corp and sell part of its treasury shares to...
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Assessing LG Energy Solution's Flow Imbalance Situation
This post assesses LG Energy Solution's flow imbalance situation, which seems to lead to pricing independent of fundamentals.
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An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G
This past week, I had an interview with Lee Sanghyun, the founder and CEO of Flashlight Capital Partners (FCP) which is currently an activist...
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Close Out the Pair Trade Between LG Chem & LG Energy Solution
On 25 October, we recommended a pair trade between LG Chem (go long) and LGES (go short). Since then, this trade has resulted in a net gain of...
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Solactive Lithium Review Results Out: Key Takeaways
This post details the review results of the Solactive Global Lithium Index and discusses key takeaways for trading setups.
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