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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LG Uplus - CJ Hello Acquisition: Current Status & Trade Approach
LG Uplus is expected to have a BOD this Thursday (Feb 14) to finalize CJ Hello takeover. LG Uplus will pay approximately ₩1tril for a 53.92%...
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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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