Korea Value Up Index Rebalance Announcement Next Week
Korea Exchange plans to announce the first rebalance of the "Korea Value Up Index" next week on 27 May. The actual rebalance is expected to take...
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The Week That Was in NorthAsia@Smartkarma: Trucks, Pachinko, and Life Insurance
JapanStrong pick-up truck sales in USNick Tanner suggested paying attention to the continued recovery of US pick-up truck sales for Toyo Tire &...
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CMTX IPO Book Building Results Analysis
CMTX finalized its IPO price at 60,500, the high end of the IPO price range. The book building process saw participation from 2,423 institutions....
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Hunting Trades in Korea Semis Materials & Equip ETF Ahead of the Dec Rebalance
This post explores potential trade flow and positioning in the Korea Semis Materials & Equipment ETF ahead of the December rebalance.
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CMTX IPO Valuation Analysis
Our base case valuation of CMTX is implied market cap of 1 trillion won or 106,847 won per share (65% higher than high end of IPO price range).
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