CJ Cheiljedang Pref: Profits to Turn Around with Moderating Inflation + Big Discount to Common
We think that CJ Cheiljedang's business is likely to turn around in 2024, with more moderate inflation rates and raw material costs leading to...
262 Views
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
718 Views
Gap Trades in Korean Prefs Vs Common Share Pairs in 2Q 2024
We discuss numerous gap trades involving Korean preferred and common shares in 2Q 2024. The Korea Value Up program in Korea has helped to push up...
384 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
388 Views
[Blue Lotus Daily - TMT Update]:BABA/097950.KS/CPNG/PDD/ByteDance/3690 HK/JD
South Korean commissions investigate Chinese ecommerce platforms, Douyin sets ambitious sales target, JD offers free AI services for new merchants.
219 Views