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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Using BORUC to Pick Asian Growth Stocks
Introducing the Bucephalus Operating Return on Utilised CapitalWe created BORUC, to reveal the true operating performance of businesses because...
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LG Uplus - CJ Hello Acquisition: Current Yield Is 10%, CJH Overhang Concerns Will Push It Up
LG Uplus Corp (032640 KS) actually pays ₩800bil (not ₩1tril) for the controlling stake of CJ Hello (037560 KS) from CJ ENM (035760 KS). LG Uplus...
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A War Between Netflix & Disney = $$$ for Studio Dragon
In this report, we provide an update on Studio Dragon (253450 KS), which has been one of the best IPOs in Korea in the past two years. We believe...
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