Big Stock Swaps Between Naver & 3 CJ Group Companies - Why?
If the big stock swap deals between Naver and the three CJ Group related companies are completed, the total amount of stock deals is expected to be...
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Korea M&A Spotlight: CJ Logistics Announces It Will Sell CJ Rokin Logistics (China)
After the market close today, Cj Logistics (000120 KS) announced that it plans to sell its stake in CJ Rokin Logistics (China). In September 2015,...
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2020 High Conviction: CJ Cheiljedang Revisited
Back in December 2019, we provided our top high conviction in 2020 in an insight called 2020 High Conviction: CJ Cheiljedang - Renewed Focus on...
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A Surprising Low Increase of Minimum Wages in Korea in 2021
It was announced after the market close yesterday that the minimum wage for 2021 has been determined at 8,720 won, up 1.5% YoY, which would be the...
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Surging Asian Air Cargo Demand? The Search for Exposure (& Leverage)
Recently there have been signs of a pickup in air cargo demand in China and elsewhere in Asia. As noted by Osbert Tang, CFA in a recent piece here...
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