Global Equity Strategy:Ā Overweight Cyclicals
Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a ābuy the dipā strategy is warranted. We...
590 Views
Hyundai Autoever IPO Bookbuilding: Surprising Results, Local Street Bets on Autoever/Glovis Merger
Subscription rate isĀ 797 to 1. Offer price was fixed at ā©48,000, substantially higher than the upper end. Deal size is now ā©168.5bil. Company...
767 Views
Smartkarma's Week that Was in šÆšµ/š°š· : Korea's NPS, Samsung, Toshiba, Hitachi Hi-Tech, Payments
Something of a slower week on Smartkarma this week (I contributed to that slowness by being away and under the weather when back) with about 120...
540 Views
Korea National Pension Fund Announces a List of 11 Companies They Oppose in Upcoming AGMs
On March 12th, the Korea National Pension Fund Service (NPS) provided a list of 23 companies where it plan to exercise its voting rights in their...
441 Views
Hyundai Motor Share Class: Time to Short Common & Long Pref
Common is widening pref discount today as it is generating the highest gain mainly on theĀ Elliott pushing. As of now (1PM in Korea time), Common...
676 Views