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...
939 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...
601 Views
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%...
748 Views
Softbank Plans to Invest $2 Billion in Coupang: Impact on the Korean E-Commerce Market
It has been reported in numerous media sources that the SoftBank Group Corp.’s Vision Fund will invest $2 billion in Coupang (Korea), putting the...
639 Views
Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
480 Views