Asia Short Interest: BYD, Smoore, GCL Poly, Olympus, Nomura, Anritsu, Netmarble, UMC, Innolux, Acer
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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StubWorld: PPB/Wilmar, LG Corp, China Motor/Yulon Motor
Wilmar continues to outperform PPB after the Yihai Kerry spin-off; and LG Corp (003550 KS) is cheap, and there are catalysts in the pipeline apart...
592 Views
LG Corp: Updated SoTP Valuation Analysis & Timing of Key Upcoming Catalyst Events
In this insight, we provide an updated SoTP (Sum-of-the Parts) valuation analysis of LG Corp. Our revised NAV of LG Corp is 152,080 won,...
562 Views
Strange Cases of Similarities Between the US Presidential & The South Korean Parliamentary Elections
In this insight, I discuss the strange cases of similarities of the US Presidential election in November 2020 and the South Korean Parliamentary...
447 Views
POSCO:Â Sentiment Turnaround
EM fund ownership in POSCO is at the lower end of the 12-year range. As the fundamentals start to match up for a growing number of managers,...
504 Views