Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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KRX Foreign Holding Weekly (Mar 29th): Samsung Electronics, Sk Hynix, Lg Display, Ecopro, Hanmi
We analyzed KRX foreign holding data for the past week and highlighted foreign holding changes in Samsung Electronics, Sk Hynix, Lg Display,...
394 Views
Samsung C&T: Why Is Lee Seo-Hyun Returning as the President?
On 29 March, it was reported that Lee Seo-Hyun has been appointed as the President of Samsung C&T (028260 KS), returning to the company after more...
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Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate Dynamics
The sudden comeback of Lee Seo-hyun to the forefront of Samsung's management implies potential changes in the dynamics of separating Samsung's...
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HD Hyundai Marine Solution IPO - Strong Profitability Growth but Lacking in Disclosures
HD Hyundai Marine Solution (443060 KS) is looking to raise up to US$555m in its Korean IPO. In this note, we talk about the company’s historical...
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