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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2025

Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2025

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Douglas Kim
Jul 01, 2025
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Douglas Research Insights
Douglas Research Insights
Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2025
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  • In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in 3Q 2025.

  • A whopping 87% (33 out of 38) holdcos/quasi holdcos outperformed their opco counterparts in the past three months, which is one of the best ever in the past two decades.

  • This appears to be one of the classic "buy the rumor, sell the news" trading opportunities.

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