Letters by company

Hyosung Corp

1 letter discussing 004800. Everything written about it on this site is on its ticker page.

Asset Value Investors Ltd Newsletter October 2026 AVI Global Trust built a position in Toho, arguing that its entertainment operations, intellectual property and overseas distribution are obscured by surplus property and financial assets. The trust also backed S-1 after its tender offer and treasury-share cancellation, viewing the move as evidence that shareholder activism can improve Korean chaebol governance and capital allocation. October 2026 —