StubWorld: Time For A BGF Setup? An Unlikely Boost for Kingboard
This week in StubWorld ... With concerns over its tender offer for BGF Retail (282330 KS) now behind it, now may be the time for a BGF Co Ltd...
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Korean Stubs Spotlight: A Pair Trade Between BGF Co. & BGF Retail
In this report, we provide an analysis of our pair trade idea between BGF Co Ltd (027410 KS) and Bgf Retail (282330 KS). Our strategy will be to be...
718 Views
Korean Stubs Biweekly Sigma σ (#1): The Inaugural Edition
This is the inaugural edition of the Korean Stubs Biweekly Sigma σ. The Korean stubs market is big. In our Korean stubs comprehensive list, it...
766 Views
BGF Holdo Trade: Status Update & Recommended Action
BGF Co Ltd (027410 KS) / Bgf Retail (282330 KS) stub trade is at a 4.38% loss. Price ratio is still well below -1 σ. It is actually at a new...
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BGF Holdco Trade: Time to Stub Trade, Below -1 σ Wouldn't Last Long as It Used To
BGF Co Ltd (027410 KS) is now at a 46.55% discount to NAV. BGF Retail (282330 KS) is 70% of NAV and 80+% of holdings assets. Retail went up 3.41%...
640 Views