Leading Candidates for the First Value-Up Disclosure
This post delves into the anticipated contents of the initial Value-up guidelines on May 2nd and identifies potential frontrunners for the...
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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...
265 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...
722 Views
A Country Without Shareholder Rights (주주 권리가 없는 나라) - A Book Review
This insight is a book review of 주주 권리가 없는 나라 (A Country Without Shareholder Rights), which is one of the best books on the corporate governance in...
461 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...
394 Views