Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Thematic (Sector/Industry)

<p>For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…</p>

For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

South Korea

E-World owns and operates an amusement park.  The Company's services include theme park rides, movie theaters, concerts, and restaurants.

SM Culture & Contents Co., Ltd. develops, manufactures, and markets various golf balls and other golf related products.  Volvik mainly provides its products to Korea, the U.S., and Japan.

Yong Pyong Resort Co., Ltd. operates recreational resorts.  The resorts feature guest rooms and suits, golf course, ski course, water park, and other water sports facilities.  The Company also engages in real estate business focused on leisure facilities.

Shinsegae Food Co., Ltd. caters company restaurants, schools, and hospitals. The Company also markets and provides various groceries to food companies and restaurants.  Shinsegae Food operates family restaurants as well.

ME2ON Co., Ltd. focuses on game entertainment.  The Company's business engages in video game, arcade game, online game, mobile game, PC game and social casino games.

Barunson Co., Ltd. operates family-style restaurants in South Korea.  The Company also produces films, and manufactures stationery and office supplies.

MPK Group Inc. operates a network of Company-owned and franchise Mr Pizza, Jessica's Kitchen and Manoffin&Cafe Stores in South Korea, China and US.  The Company also distributes food ingredients for the 3 brands Mister Pizza, Jessica's Kitchen and Manoffin&Cafe franchise restaurants.

Didim Inc. of Korea operates as a food service company. The Company provides direct restaurant operating, franchis livestock processing, food manufacturing, distribution, and other services. Didim of Korea offers services in Korea.

Ananti Inc. operates as leisure clubs. The Company provides ananti penthouses, ananti coves, ananti clubs, hilton hotels, and other clubs. Ananti offers services throughout South Korea.

Digital Daesung Co., Ltd. provides on-line and off-line educational programs to primary and high school students.  The Company offers college entrance test preparatory courses, testing, e-learning, and college admission advisory services.

Xiabuxiabu Catering Management China Holdings Co Ltd  owns and operates a chain of restaurants in China. The company allows customers to choose from a selection of vegetables, meats, and seafood to cook in their own individual hot pot in its restaurants.

Diamond Dining Co., Ltd. operates theme-based restaurants and cafes mainly in Tokyo.  The Company also offers restaurant planning and management consulting services.

RESORT SOLUTION Co. Ltd. manages resort and leisure facilities, such as amusement parks, hotels, cottages, and golf clubs.

Hotel Royal Limited owns and operates the Hotel Royal in Singapore.  The Company, through its subsidiaries, also manages and invests in properties in Malaysia and New Zealand.

Tosho Company Ltd. operates sports club facilities, hotels, and a golf course in Aichi prefecture.  The Company also sells and manages condominiums.

China Star Entertainment Limited, through its subsidiaries, principally engaged in the production and distribution of films and television drama series that are based in Chinese dialect. The Company also invests the gaming promotion business, property and hotel investments.

Millennium & Copthorne Hotels New Zealand Limited is involved in the ownership and operation of hotels in New Zealand and Australia.  The Company also is involved in the purchasing and development of real estate in New Zealand.

Millennium & Copthorne Hotels Nz (MCK NZ)

EAT&CO LTD conducts restaurant operation through direct and franchise stores. The company also manufactures and distributes frozen food through wholesaler and retalers.

Laguna Resorts & Hotels Public Company Limited conducts hotel and resort business.  The Company operates Banyan Tree Phuket Hotel, Dusit Laguna Resort Hotel, Allmanda Laguna Phuket Hotel, Laguna Beach Resort Hotel, Sheraton Grande Laguna Beach Hotel, all of which are located on Phuket Island.  Additionally, the Company operates golf courses and property development business.

Chimney Co. Ltd. operates Japanese style pub restaurants. The Company operates both its own stores and franchise stores.

Modetour Network Inc. provides a wide range of travel services. The Company's main services include overseas bookings, package tours, air courier services, and discount airline ticketing services.

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Modetour Network (080160 KS)

CJ O Shopping (035760) For Sale? Why?

For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...

Sanghyun Park

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