Ecopro Materials IPO - Thoughts on Valuation - Needs a Margin of Safety
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In this note, we will share our thoughts on valuation.
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Exploring the Launch of a Posco Group-Focused ETF: Flow Trading Insights
This post explores the launch of a Posco Group-focused ETF, which will likely debut around mid-this month, and its implications from a flow trading...
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Ecopro Materials IPO - Peer Comparison - Doesn't Particularly Stand Out
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In our previous note, we covered the company’s performance. In...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
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Single-Day ETF Flow Event Not to Be Missed in Korea in December
This post delves into the significant passive impact that will be triggered by constituent changes in the TIGER Top 10 ETF's December rebalancing.
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