In today’s briefing:
- Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2025
- Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (November and December 2024)
Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2025
- In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in 1Q 2025.
- The recent martial law cancellation and numerous impeachments of acting Presidents have raised political uncertainty in Korea resulting in widening of some gaps among numerous holdcos and opcos in Korea.
- Of the 38 pair trades, 25 of them involved holdcos outperforming opcos in the past six months and the other 13 opcos outperforming holdcos in the same period.
Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (November and December 2024)
- In this insight, we discuss the alpha generation through companies that have been buying back their shares in the Korean stock market in November and December 2024.
- On average, the share buyback announcements for the 52 companies that announced share buybacks in Korea represented 2.2% of outstanding shares.
- Major companies that have announced share buybacks in Korea in the past two months include Celltrion, Samsung Electronics, Doosan Bobcat, and Hyundai Motor.
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