Korean Stubs Spotlight: A Pair Trade Between BGF Co. & BGF Retail
In this report, we provide an analysis of our pair trade idea between BGF Co Ltd (027410 KS) and Bgf Retail (282330 KS). Our strategy will be to be...
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Hankook Tire Worldwide Stub Reverse Trade: Massive Price Divergence Is Created Today
Hankook Tire Worldwide (000240 KS) is another local single sub dependent holdco in Korea. Hankook Tire (161390 KS) accounts for nearly 90% of the...
889 Views
Hankook Tire Update - P/B at 60% Discount to Peers Due to Transient Issues
In this insight, we will go through in-depth Hankook Tire's 3Q17 results with added commentary provided by HKT's investor relations based on my...
611 Views
Value Partners Goes "Activist" On AtlasBX
Value Partners Asset Management is a boutique investment management company in Korea that started to "go activist" on Atlasbx Co Ltd (023890 KS) to...
582 Views
Hankook Tire: The Cheapest and Most Profitable Global Tire Company with Multiple Catalysts (Part 1)
Hankook Tire (“HKT”) is one of the few truly “global champion” companies in Korea, alongside Samsung Electronics and Hyundai Motors with strong...
478 Views