HD Hyundai Marine Placement - Very Well Flagged but Overhang Remains
KKR & Co (KKR US) is looking to raise around US$160m via selling some of its stake in HD Hyundai Marine Solution (443060 KS) . In this note, we...
631 Views
Sanil Electric US$1.1bn Lockup Expiry - Tempting to Book 2x Gains in Six Months
Sanil Electric (062040 KS) listed in Korea on 29th July 2024 after raising US$193m. Its six-month lockup will expire on 29th Jan 2025.
762 Views
Doosan Corp - NAV Valuation Analysis Amid Index Rebalance Expectations
Our NAV analysis of Doosan Corp suggests an implied market cap of 3.9 trillion won or implied price per share of 235,039 won which is 17.2% lower...
475 Views
A Passive Flow Trading Event that Sparked Wild Price Action in Korea Is Happening Again
With the Lunar New Year holiday, Korea's 10-day Global Index rebalancing window starts tomorrow and ends on the 31st. On additions? Nothing...
1.2k Views
LS Electric, Then Hyundai Rotem, Now Samyang Foods and Hyundai Mipo: Same Proactive Flow?
LS Electric, then Hyundai Rotem, and now Samyang Foods and HD Hyundai Mipo—are they all driving the same proactive flow ahead of the Global Index's...
589 Views