Korean Consumers’ Boycott of Japanese Products and Travel to Japan in October
It has been more than four months since the political conflict between Japan and South Korea has erupted. In this report, we provide an update on...
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Korea - Shorts Cover as Market Rallies
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 8...
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Amorepacific Group 2PB Issuance: Trade Approach on Last Day Before Ex-Rights
Amorepacific G did the 1st round pricing at ₩33,300. It will most likely serve as the ceiling price. The offering price of ₩33,300 will set this...
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Amorepacific Group Pref Issuance: Trade Ideas
This is a pref issuance, which means subscription rights won't be traded openly in the market. Yes, this makes it hard to pull off straight arb...
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Amorepacific Stub: Interesting Situation Amid Pref Issuance
Holdings/Sub are now at a +2.5σ on a 20D MA. Holdings discount relative to Sub (price ratio) is currently at a 120D high. Holdings announced a ₩200...
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