A Pair Trade Opportunity Emerging Between BGF Co & BGF Retail
We provide an analysis of a pair trade between BGF and Bgf Retail. Our strategy is to be long BGF Co & short BGF Retail and achieve net gains of 5...
365 Views
Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
615 Views
KOSPI200 Index Rebalance: No Surprises Here, but Decent Impact Expected
There are 10 inclusions and exclusions in the KOSPI200 and there is significant impact expected some of the stocks. We feel the inclusions could...
635 Views
KOSPI200 Index Rebalance Preview - Positioning Begins for December
The Korea Exchange (KRX) will announce the results of the December 2020 review of the Korea Stock Exchange Kospi 200 Index (KOSPI2 INDEX) in...
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BGF Stub At -2.1σ: Bet on a Short-Term Reversion, Although a Structural Reversion Isn't Ahead Yet
The BGF stub is again in a position where it needs our attention. The pair is currently at -2.1σ on a 20D MA. The holding company fell 3.2% this...
409 Views