WWH Series-Lotte Shopping(023530.KS): Potential Sale of Lotte Mart Operations in China
Investment ThesisThis is the first in a series of WWH (combining the initials of What's going on, Why it matters and How we position), a shorter...
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Lotte Group Restructuring Part 7 - Theoretical Calculations of Price Upside Potential
Sep 18 was the last day for the shareholders of the four Lotte affiliates (Shopping, Confectionary, Chilsung and Food).* I will put out more...
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Lotte Group Restructuring Part 6 - Summary of Shin Dong-Ju's Appraisal Rights Exercise
Lotte Group's Shin Dong-ju, the older brother of Shin Dong-bin and Group founder Shin Kyuk-ho's eldest son, said that he will exercise his...
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Lotte Group Restructuring Part 5 - Issues Regarding Hotel Lotte & Financial Affiliates
Obviously, Lotte restructuring is still far from being done. What is next? The newly created Lotte Holdco first needs to do a tender offer to the...
281 Views
Lotte Group Restructuring Part 4 - Estimations on Voting Results at Aug 29 EGM
Today (Aug 29) is the big day for Lotte. All of the four Lotte entities, Lotte Confectionery Co Ltd (004990 KS), Lotte Shopping Co (023530 KS),...
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