Ecopro Materials IPO - Thoughts on Valuation - Needs a Margin of Safety
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In this note, we will share our thoughts on valuation.
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Ecopro Materials IPO - Peer Comparison - Doesn't Particularly Stand Out
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In our previous note, we covered the company’s performance. In...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
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Ecopro Materials IPO Valuation Analysis
Our base case valuation for Ecopro Materials is implied price per share is 40,325 won per share, which is within the IPO price range of 36,200 won...
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Target Cosmo AM&T as a Prime Candidate for KOSPI 200 Special Entry in December
This post argues why we should target Cosmo AM&T (005070 KS) as a prime candidate for special entry into the KOSPI 200 in December.
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