SHORT ESR Kendall Square REIT: Korea Logistics Oversupply & K-REIT Funding
ESR KS REIT faces 2 issues, (1) Korea Logistics over-supply, slow absorpbtion and prolong recovery (2) K-REIT funding. Korea companies raise equity...
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ESR Kendall REIT's 150 Billion Won Capital Raise and Continued Outperformance of Korean REITs
The interest rate gap on ESR Kendall REIT's expected dividend yield (5.7%) is now nearly 3% higher than the 10 year South Korean government bond...
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South Korean REITs May Have Bottomed
There are signs that the South Korean REIT market may have bottomed in the past 3-6 months after significant market underperformance from 2021 to...
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KRX Short Interest Weekly (Sep 19th): NAVER, LG Electronics, HMM, LG Display, HYBE
We analyzed KRX short interest report for the past week and highlighted short interest changes in NAVER, LG Electronics, HMM, LG Display, HYBE.
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KRX Short Interest Weekly (Jul 25th): LG Chem, Shinhan Group, Hanwha Ocean, Samsung Electronics, SCD
We analyzed KRX short interest report for the past week and highlighted short interest changes in LG Chem, Shinhan Group, Hanwha Ocean, Samsung...
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