Lotte Holdings Stub Trade on Owner's Suspended Jail Term
No surprise here on Lotte, Korea's Supreme Court upheld the lower court's ruling on Lotte chairman Shin Dong-bin. It is now officially final that...
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Lotte Holdings: Market Seems to Be Overreacting to Rights Offer Rumor
Korea's local market was spreading this speculation that Lotte Holdings (004990 KS) may go for capital increase by offering new shares. This means...
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Lotte Holdings NAV: Technically No Change but Unquantifiable Alphas Are There
Lotte Holdings (004990 KS)' Lotte Chemical (011170 KS) deal itself won't bring any immediate change in terms of valuation (NAV). But we can still...
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Lotte Shin Release Event: Buy Holdings on Hotel Lotte IPO (& Short Shopping for Hedge)
Valuation wise, Holdings doesn't really seem to be at an attractive level. Current price is at a 37.68% discount to per share NAV (excl. treasury...
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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...
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