Korea Stock Market Monthly Recap #33 (February 2019)
The top 10 events impacting the Korean stock market, economy, & politics in February were as follows: Amazon and Comcast have submitted initial...
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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...
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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....
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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...
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BGF Holdco/Sub Trade: Sub Overbuying Wouldn't Last Another Day
BGF Sub had a 5.39% gain on better-than-expected 4Q18 results. Holdco stayed flat. As a result, we had a 2+σ jump from 95% of σ to -133% of σ....
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