Korean Stubs Spotlight: BGF & BGF Retail Pair Trade - Son of Chairman Receives 9.5% Stake of BGF
It was announced today (May 16th) that Hong Jung-Guk (born in 1982), the Vice President of BGF Co Ltd (027410 KS) will receive 9% stake in BGF Co....
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BGF Stub Trade: Sub Price Diverged Further than Usual, I'd Make Trade on Reversion
BGF Holdco/Sub have been oscillating within ±1σ since early Feb. Last Friday, Sub again made a move. This time it diverted a little further. They...
584 Views
Korean Stubs Spotlight: Focus on Diverging Share Prices and Changes to Foreign Ownership
In this report, we provide the one year share price comparisons of the holdcos and the opcos in both table and chart formats as well as changes to...
774 Views
BGF Duo Stub Trade: Short Sub / Long Holdco with a Very Short-Term Horizon
The BGF Holdco/Sub duo is making a very dynamic movement. Yesterday, they made a 2σ jump. Sub went up 5.38%. Holdco stayed flat with a 0.24% gain....
742 Views
Korean Stubs Spotlight: Close the Pair Trade Between BGF Co. & BGF Retail
On January 8th, 2019, we wrote a report on initiating a pair trade of going long BGF Co Ltd (027410 KS) and going short Bgf Retail (282330...
809 Views