Yoon’s Impeachment a Lock, Regime Change Trade Set for May
Yoon’s impeachment is pretty much a lock, with the market pricing in a 100% chance. We should get ready for theme trading plays aiming at the...
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Korea Pushes to Expand Director’s Duty of Loyalty: Focus on Hostile Takeover-Risk Conglomerates
Korea’s majority party is doubling down on expanding the director’s duty of loyalty to include shareholders. This post spotlights on major chaebols...
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Tech Supply Chain Tracker (06-Nov-2024): China leads in auto exports over Japan despite tariffs.
China leads global auto exports while Samsung accelerates OLED production, Nvidia pushes for early delivery, Trump hints at CHIPS Act shutdown,...
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SK Inc: Solid Corporate Value Up Plan Muddled by Chairman Chey's Ongoing Divorce Proceeding
SK Inc announced its corporate value up program. The combination of dividends and share buyback/cancellations would mean that the total shareholder...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 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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