LG Uplus at 2-Yr High Relative to SK Telecom: Time to Trade
LG Uplus and SK Telecom are probably the tightest sector duo for pair trade. As shown below, they are highly correlated and tightly integrated. The...
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SK Telecom: Major Highlights of 1Q 2020 Conference Call
SK Telecom reported solid earnings in 1Q 2020 today. It reported sales of 4.45 trillion won (up 2.7% YoY and 1.0% lower than consensus estimates),...
423 Views
Short Covering Tapers Off and Samsung Biologics Goes Up, Up and Away
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 24 April 2020, the...
393 Views
Shorts Cover Samsung as Stock Rallies
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 17 April 2020, the...
377 Views
SK's CGH Block Deal Is Last Preparation for SK Restructuring
What should we make of this block deal by SK E&S on China Gas? First, it should be a well-anticipated one. My point is this block deal should...
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