In today’s briefing:
- LG Chem: Announces a PRS Worth 2 Trillion Won Using Its Shares in LG Energy Solution as Base Asset
- Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2025
LG Chem: Announces a PRS Worth 2 Trillion Won Using Its Shares in LG Energy Solution as Base Asset
- LG Chem announced that it plans to complete a price return swap worth about 2 trillion won (US$1.4 billion) using its stake in LG Energy Solution as the base asset.
- This 2 trillion won PRS is likely to have a slightly positive impact on LG Chem and slightly negative impact on LG Energy Solution.
- Our NAV valuation of LG Chem suggests implied NAV per share of 369,187 won, which is 31% higher than current levels.
Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2025
- In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in 4Q 2025.
- This was a STRONG REVERSAL of the relative share price performances of these 38 pairs in 3Q 2025 versus in 2Q 2025.
- We provide four holdco/opco pairs that have experienced noticeable divergence in the past three months and we expect closing of their gaps could occur in the next several weeks
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