Korean Holdcos Vs Opcos Gap Spreads Opportunities Amid Market Carnage
In this insight, we highlight the pricing gap divergence of the major Korean holdcos and opcos amid market carnage. We highlight 26 pair trades...
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Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
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SK Inc's Common Shares Buyback & Cancellation of 200 Billion Won
SK Inc's decision to buyback and cancel 200 billion won of common shares is a step in the right direction and the company abiding by its promises...
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How Real Are the Capex Cuts for Hynix?
Are the memory players showing discipline or just the sign of the times where lead times for equipment has gone from 12 months to 30?
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WCP IPO - The Positives - Past Sales Have Been Very Strong
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note, we talk about the positive...
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