StubWorld: Shorting Korean Stubs
With the short-selling ban in Korea lifted this past Monday, this insight takes a cursory look at those Holdcos moving, and some that may yet have...
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SK Gas Tender Offer: Proration Risk, Hedge Ratio & Trade Timing
In this post, I examine the situations of the ongoing SK Discovery tender offer for SK Gas shareholders. In particular, I'm going to specifically...
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SK Chemicals Holdco Conversion Process Update
Last Friday (Dec 1) was the official demerger date of Sk Chemicals Co Ltd (006120 KS). That is, it is now official that we have two companies: 1....
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Summary of SK Chemicals' Holdco/​Opco Demerger
In this piece, I summarized Sk Chemicals Co Ltd (006120 KS)'s regulatory filing for demerger into holdo and opco. I also touched on SK Chemicals'...
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E1 Corp - LPG Distributor (4.5% Dividend Yield + 0.3x P/B + Major Catalyst!) (Part 1)
E1 Corp (017940 KS) has been a forgotten value stock that is worth rediscovering. Its market cap is US$340 million, has a high dividend yield of...
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