JX Advance Metals Pre-IPO - Thoughts on Valuation
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn in its Japan IPO. In this note, we talk about...
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JX Advance Metals Pre-IPO - Peer Comparison or Lack Thereof
JX Advanced Metals (5016 JP)’s parent, ENEOS Holdings (5020 JP), is looking to raise around US$2.6bn via selling some of its stake. In this note,...
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What Is NPS Buying and Selling in the Korean Stock Market in 2025 So Far?
One of the big drivers of higher share prices of Korean stock market this year has been the strong net buying by the NPS. Pension funds in Korea...
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Sandisk Spin-off Overview
On February 24, 2025, Western Digital (WDC) will spin-off 80.1% of its stake in Sandisk (SNDK). Sandisk is trading in the when issued market at...
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KOSPI 200 - Upcoming BOK Rate Decision: Navigating Market Moves and Profit Opportunities
Timely reminder of the anticipated 0.25% Rate Cut by the Bank of Korea tomorrow, 25 Feb. The outcome of the decision is far from certain, and...
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