Tianqi Lithium A/H Listing - Back once Again, This Time with a More Compelling Industry Backdrop
Tianqi Lithium (TL) is looking to raise up to US$1.5bn via its H-shares listing. In this note, we look at the company's past performance and talk...
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FnGuide Top 10 (TIGER ETF) Rebalancing Review & Preview: LG Energy's Potential Inclusion
This post reviews the trading pattern seen in the last rebalancing of the FnGuide Top 10 Index (TIGER ETF) and previews the rebalancing flow...
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LG Energy Solution: End of 6 Months Lock-Up Period & Valuation Sensitivity Analysis
Our base case valuation LG Energy Solution is implied market cap of 75 trillion won or target price of 319,089 won, representing 25% below current...
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Launch Of Unlisted Korean Companies ETFs in 2023 & How Our Smartkarma Research Would Change
Once government gives final approval to launch the unlisted Korean companies ETFs in 2023, there is likely to be much greater interest in investing...
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Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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