StubWorld: CJ Corp's Multi-Year Low Implied Stub
This week in StubWorld ... CJ Corp (001040 KS)'s implied stub touched a 6-year low; yet a key stub holding is generating steady,...
178 Views
Korea M&A Spotlight: CJ Cheiljedang Is Close to Acquiring Schwan's (US) For US$2.8 Billion
It was reported in numerous local media that CJ Cheiljedang Corp (097950 KS) is close to acquiring Schwan's, a US based F&B company for 3.1...
374 Views
Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
301 Views
Innovative Foods = Portfolio Outperformance (III)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2018 that are having significant impact on...
145 Views
Last Week in Event SPACE - CJ Cheiljedang, Japan Display, Westfield, Nissan
Last week, CJ Cheiljedang Corp (097950 KS) unloads its healthcare ops to Korea Kolmar Co Ltd (161890 KS) et al in Korea's largest M&A YTD; the...
287 Views