Lotte Global Logistics IPO - Thoughts on Peer Comp and Valuation
Lotte Global Logistics aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk about...
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Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates
Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.
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Lotte Global Logistics IPO Preview
Lotte Global Logistics is getting ready to complete its IPO in KOSPI in May 2025. According to the bankers' valuation, the expected market cap...
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Temu and AliExpress Taking Away Meaningful Market Share from Coupang in Korea
In this insight, we discuss how Temu and AliExpress have been taking away meaningful market share away from Coupang (CPNG US) in Korea in the past...
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Catching Up With CJ Logistics (000120 KS): With Shares Beaten Down, Management Forced to Refocus
In this insight we check on CJ Logistics' recent financial performance. Management has de-emphasized the Global segment and put more resources into...
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