Korea Preferred Shares - Trade Ideas
With dividend ex-date coming up in just over 2 months, we highlight preferred shares that trade at a big discount to the common shares and at a...
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Time to Short Samsung SDI on Inevitable ECO of Battery Unit or Massive Rights Offer
This post discusses the situation of Samsung SDI requiring either spinoff of the battery unit or a massive capital increase. So, the time has come...
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KRX BBIG Index Rebalance: Krafton, SK Bioscience, SK IE Tech Included (Among Others)
Krafton has been added to the Game index, SK IE Tech added to the Battery index, SK Bioscience to the Bio index. Lots of flow on some names....
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Byd (1211) Vs BYDE (285): Carry On
Long BYD and Short BYDE - the way to go for having a positive outlook in the NEV business while less positive in the handset business as the latter...
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CATL (å®å¾·ę¶ä»£) Placement - Back in the Market Again to Fund Expansion
CATL (A) (300750 CH) is looking to raise up to about US$9bn in its upcoming placement to fund its expansion plan. In this note, we will look at the...
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