CJ Corp: Bottoming Out After Four Years of Decline?
Our NAV value of CJ Corp (001040 KS) is 3.25 trillion won (or 111,400 won per share), suggesting a 32% upside from current levels. The value of the...
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CJ Group Two Step Demerger/Merger Process: Dynamics Checkup
This post summarizes the two step demerger/merger process involving CJ Olive Networks and CJ Corp (CJ Group holdco). It looks at how this process...
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Last Week in Event SPACE: Kosaido, Descente, Panalpina, Ophir, RPC, Baidu, CJ Corp
Last Week in Event SPACE ... Something is up as Kosaido Co Ltd (7868 JP)'s shares trade almost 40% through terms and back down - still 18% through...
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The Week that Was in ASEAN@Smartkarma - The Anwar Filip, Indonesian Mobile Data, and Singapore Banks
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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CJ CGV Vietnam IPO Preview (Part 3) - Valuation Analysis (Poor Timing & Venue for IPO)
We believe the timing and venue of the CJ CGV Vietnam IPO are poor. The company is planning to list CJ CGV Vietnam (0400030Z VN) on the Korean...
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