Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
523 Views
Warren Buffett's Investments in Japanese Trading Firms: Impact on Korean Trading Companies
We believe that Warren Buffett's investments in Japanese trading companies have also positively impacted several Korean trading companies in the...
512 Views
Hanwha Ocean: Big Shares Dilution from Rights Offering of 2 Trillion Won
Hanwha Ocean confirmed that it will conduct a rights offering of 2 trillion won. We believe this rights offering is likely to dilute the existing...
654 Views
Korea Small Cap Gem #23: Hanwha Galleria (Deep Value + Five Guys + Chairman's Son Buying)
Hanwha Galleria is a deep value stock with undervalued real estate assets. Chairman's son is also buying aggressively and there is a big catalyst...
369 Views
Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 3Q 2023. We highlight 38 pair trades that...
537 Views