Potential Big Changes at the Korean Chaebols - The Age Factor of Chairman/Honorary Chairman
One of the important factors of big changes at the Korean chaebols is the age factor of the chairman/honorary chairman of each of these conglomerates.
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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GS Retail: Equity Spin Off of Parnas Hotel and Freshmeat Subsidiaries
On 3 June, GS Retail announced that it will spin off Parnas Hotel and Freshmeat subsidiaries to simplify its business structure and enhance...
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Observations on Post-Election Flows of Value-Up Stocks, Based on Recent Local Institutional Trades
This post outlines my observations on the post-election flows of Value-up beneficiary stocks, derived from recent local institutional trades.
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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...
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