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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Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
352 Views
Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
371 Views
Korean Stubs (13 in Total) Monitoring: Two Names (Kolma & Youngone) Stand Out for Trade
Below are the 13 Korean single-sub stubs that I am closely monitoring regularly.Which ones are at a severe divergence at this point? Kolma and...
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Smartkarma’s Week that Was in JP/KR: Nexon, Rakuten, POSCO and Samsung Electronics
Below is the list of the Japan/Korea-related posts put on the Smartkarma platform during the week of March 4th:
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