Meritz Financial Group

Long-Short Trade of Korea Investment Holdings & Meritz Financial Group Inc

Equity Bottom-Up
173 Views, 18 Jan 2022 06:03
  • In this insight, we discuss the long-short trade idea of going long Korea Investment Holdings Co, Ltd. (071050 KS) and going short Meritz Financial Group (138040 KS). 
  • There has been a massive divergence in share prices of Korea Investment Holdings and Meritz Financial Group in the past year and we believe this divergence has been too excessive. 
  • There is a very high likelihood that on 9 February, MSCI will announce an inclusion of Meritz Financial Group in the MSCI Korea index. 
detail (9-minute read)
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Douglas Kim
Korea/Asia, New Economy, IPOs, Events
South KoreaEquity Bottom-UpEquity Capital Markets

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following se...