The Holding Company Dilemma in Korea - What's the Right Discount?
The discount rate to NAV that is rule of thumb in Korea is 30% but does not make sense across the board? We discuss if there is a better way to...
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BrandX Corporation IPO Preview
Established in August 2017, BrandX Corporation is a Korean company that is getting ready for an IPO in August. The IPO deal base size is from $39...
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A Pair Trade Idea: Long Fila Holdings & Short Acushnet
In this insight, we provide a pair trade idea of going long Fila Holdings (081660 KS) and going short Acushnet Holdings (GOLF US). In the past...
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Consumer Discretionary: China - The Only Engine Firing?
Allocations in Consumer Discretionary stocks hit a new all-time high again this month. Analysis of country positioning within the sector shows EM...
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Short Selling - The Last Hurrah
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 13 March 2020, the...
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