Primer: Shinsung Tongsang (005390 KS) - Aug 2026
Shinsung Tongsang operates a dual-model business, functioning as an Original Equipment Manufacturer (OEM) for major global retailers while also...
97 Views
BusinessOn Communication (138580 KS): SkyLake's Delisting Offer
Trading (expectedly) tight at a gross spread of 0.7% - before taking into account the securities tax. Not much juice for arbitrageurs. For LOs: if...
486 Views
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.5k Views
KOSPI Size Indices: Passive Flows for Many Active Changes
There could be 49 migrations for the KOSPI Size Indices in Sep. Among new listings, there could be 1 LargeCap add and 3 MidCap adds. There are...
677 Views
MAC Copper (MAC AU/MTAL US): 29th August Vote On Harmony's Offer
Both legs have the same gross/annual. spreads of 1.5%/7.9%, assuming early Oct payment. There will be nominal costs to be netted off the CDI...
452 Views