Running Through the Context Behind Chatter of HMC Rolling Out a Pref‑tilted First‑leg Buyback
This post runs through the setup fueling street talk of Hyundai Motor rolling out a pref‑heavy first‑leg buyback by year‑end.
524 Views
Sanae Takaichi To Become Prime Minister of Japan - Negative Impact on Korean Auto Makers
Sanae Taikichi will become the next Prime Minister of Japan. This is likely to have a Negative impact on the Korean automakers including Hyundai...
829 Views
Fiduciary Duty Expansion in Korea Fuels Class A Prefs Relative Value Trade
This post explores how the recent shift in fiduciary duties in Korea could create a relative value opportunity in Class A preferred shares.
313 Views
US Tariffs on Imports from Japan Lowered to 15% but Imports from Korea Are Unchanged at 25% - Why?
One of the biggest events in Korea in the past week has been the uncertainty regarding the US tariffs on South Korea which remains unchanged at 25%.
303 Views
Boston Dynamics - Rights Offering of 1.2 Trillion Won Expected; Potential IPO in 2027/2028 in NASDAQ
There has been an increasing probability that Boston Dynamics (BD) announces a fourth rights offering capital raise worth about 1.2 trillion won...
881 Views