LG CNS IPO: The Bear Case
The bear case rests on fading growth momentum, mid-tier revenue growth, weak non-AI growth, high contract assets, bottom-tier FCF margin and large...
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LG CNS IPO: The Bull Case
The bull case rests on an attractive market, improving visibility, strong AI-led growth, below-peer average dependence on related parties, and top...
673 Views
HDC-OP Rights Offer: Allocation, Schedule, Pricing, & Dynamics
As highly anticipated, HDC-OP announced a mega-size rights offer. The target value is ₩407bil for 22M new shares, which represent a 50% capital...
624 Views
HDC-OP's Asiana Takeover Deal: Structure & Forthcoming Issues
The HDC-OP and Mirae Asset consortium completed the Asiana Airlines takeover. Here are the details of the deal structure. HDC-OP takes 55M shares...
758 Views
Asiana Takeover: Potential Tender or Resale of Air Busan & Asiana IDT
Asiana deal practically comes to an end. HDC-OP (294870) will likely own an estimated 50% (or more) stake in Asiana. The other consortium partner...
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