Oasis Corp IPO Valuation Analysis
Our base case valuation of Oasis Corp is implied market cap of 788 billion won, and target price of 24,847 won per share, which is 18.5% lower than...
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Oasis Corp IPO Preview
Oasis Corp is getting ready to complete its IPO on KOSDAQ in February 2023. Oasis Corp is a leading online/offline provider of organic foods and...
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An Update to Our Pair Trade Between Emart & Coupang
We discuss an update of pair trade between Emart (long) and Coupang (short). Emart is a value stock with its shares trading at 0.2x P/B (2023)....
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Lotte Shopping: A Deep Value Stock Poised for a Turnaround
Lotte Shopping is a deep value stock in Korea with key catalysts for a turnaround in 2023. Lotte Shopping currently has a market cap of 2.5...
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Softbank Group - China Rebound Has Helped After End-Of-Buyback Hangover
A China re-rating has boosted the value of Alibaba and could help Vision Fund deliver its first positive quarter in almost two years but the...
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