Stock Short Ideas Within an Index Long Environment
Positioning is quickly shifting to more index net longs and we are on the hunt for stock shorts in Asia given the more bullish Q4 seasonality and...
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Korea - The Shorts Must Be Crazy (On Some Names)!
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 11 October.Current...
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EM Strategy: Remain Overweight India
In this report we provide a synopsis of EM markets. We also scour the EM universe for attractive and actionable opportunities, highlighting...
526 Views
Summary of KOSPI200 & KOSDAQ150 Upcoming Reshuffle
As I said in my earlier comment, Samsung Biologics Co., Ltd (207940 KS) seems to be benefiting a lot from its inclusion in KOSPI200 index. Perhaps...
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SillaJen's December IPO: Valuation, Growth Expectation and IPO Timing
SillaJen Biotherapeutics (established in 2006) is indeed a rare breed in Korean pharmaceutical world. It is not a generic drug maker. It is not a...
3.6k Views