In today’s briefing:
- Clearing Up the Confusion: Ex-Rights Trading in Korean Rights Offerings
- Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 14 April 2025)
Clearing Up the Confusion: Ex-Rights Trading in Korean Rights Offerings
- Not much juice at ex-rights — price move’s small, and shorting’s risky with recall risk and having to compensate the lender for lost rights.
- Some locals chase rights instead, but it’s not really a go-to trade with all the cost/efficiency uncertainty.
- First round price pre–ex-rights sets the floor for arb margins and anchors rights pricing once they start trading — key level to keep in the playbook.
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 14 April 2025)
- In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks starting 14 April.
- Our top 10 picks in the most recent bi-weekly was down 2.5% on average, outperforming KOSPI which was down 4.9% in the same period.
- The top 10 picks in this bi-weekly include Binggrae, Hyundai Rotem, Krafton, Nongshim, SK Telecom, Hanwha Systems, APR, SK Inc, Korean Air, and Samsung Heavy Industries.
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