An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G
This past week, I had an interview with Lee Sanghyun, the founder and CEO of Flashlight Capital Partners (FCP) which is currently an activist...
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Close Out the Pair Trade Between LG Chem & LG Energy Solution
On 25 October, we recommended a pair trade between LG Chem (go long) and LGES (go short). Since then, this trade has resulted in a net gain of...
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Solactive Lithium Review Results Out: Key Takeaways
This post details the review results of the Solactive Global Lithium Index and discusses key takeaways for trading setups.
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Kakao Games: Further Downside Risk as IPO of Lionheart Studio Likely in 1H 2023
We would argue that Kakao Games' earnings estimates are overly aggressive and there is a strong likelihood of 30%+ earnings downgrade for Kakao...
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Solactive Lithium Index Rebalancing: Noteworthy Names in Korea Before the Announcement
This post discusses the notable Korean stocks in the upcoming rebalancing of the Solactive Lithium Index (Global X ETF: LIT).
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