Ecopro Materials IPO - Thoughts on Valuation - Needs a Margin of Safety
EcoPro Materials (ECO123 KS) is looking to raise up to US$500m in its Korean IPO. In this note, we will share our thoughts on valuation.
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A High Conviction Long Short Trade in KODEX Battery ETF Rebalancing in June
This post offers a high conviction Long Short trade idea after investigating WCP's inclusion in TIGER Battery ETF yesterday and the high...
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W-Scope IPO Lock-Up - US$300m Worth of Shares to Come Free
WCP (393890 KS) raised around US$314m via in its Korean IPO. The stock was listed on 30th Sep 2022, its six-month lockup will expire soon.
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Bionote Lock-Up - Uncertainty on the Horizon, Likely to See Some Selling Pressure
Bionote (377740 KS) was listed on 22nd Dec 2023, when it raised US$73m in its downsized Korean IPO. Its three-month lockup will expire on 21st Mar 23.
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End of Mandatory Lock-Up Periods for 35 Companies in Korea in March 2023
We discuss end of the mandatory lock-up periods for 35 stocks in Korea in March 2023, among which 8 are in KOSPI and 27 are in KOSDAQ.
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