Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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Company Visit: Gwangju Shinsegae(037710.KS)
We recently visited Gwangjushinsegae Co Ltd (037710 KS) with a market cap of W396 billion, located in Gwangju in the southwest of Korea. Gwangju...
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Amazon Ready to Start E-Commerce Service in Korea: Biggest Event in the Korean Retail Sector in 2017
We believe that Amazon is ready to start the e-commerce service in Korea after more than a decade of waiting. Although the company has yet to...
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Visit to Newly Opened Pottery Barn and West Elm in Hyundai City Mall in Seoul
We recently visited Pottery Barn, Pottery Barn Kids, and West Elm home furnishing stores in the Hyundai City Mall in Moonjeongdong, located in the...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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