Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025

2.1k Views31 Mar 2025 22:43

In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in 2Q 2025.

What is covered in the Full Insight:

Overview of Korean Holdcos vs Opcos
Impact of Short Selling Resumption
Pair Trade Opportunities
Performance Analysis for Opcos Outperforming Holdcos
Performance Analysis for Holdcos Outperforming Opcos

Douglas Kim

SUMMARY

(Sign Up to Access)

Try Now

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:

Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

SMARTKARMA PREVIEW PASS

By signing up, you agree to our
Terms of Use and Privacy Policy.

Already have an account? Sign In Now

Full Insight

(Paid Plans Only, 13-minute read)

Discussions

(Paid Plans Only)

Price Chart(Sign Up to Access)

Insight Stream

Korean Air: A Major Rights Offering Capital Raise Likely In Next 1-2 Years
28 Aug 2025
A Pair Trade Between DL Holdings and DL E&C
09 Apr 2025
Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (Starting 31 March 2025)
29 Mar 2025
Block Deal Sale of About 278 Billion Won of Samsung Electronics by Samsung Life and Samsung F&M
11 Feb 2025
Rise of DeepSeek - Impact on SK Hynix and Other Major Korean Stocks
28 Jan 2025