Korean Stock Trade Data for Nov 20-24 - Korea Post Distortion Adjusted Analysis
Last week (Nov 20-24), at least on the surface, foreigners were lone investors who seem to have thought that the Korean stock market would continue...
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Visit to the First "Unmanned" 7-Eleven CVS in Korea, Powered by Vein-Recognition System
I visited Korea's first "unmanned" (no cashier) 7-Eleven CVS located on the 31st floor of Lotte World Tower. Although this CVS has been open to...
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What Will Amazon Buy Next? Anything in Australia/Asia?
In this note, we look at the potential acquisition opportunities for Amazon. We believe Amazon is likely to make further purchases on top of the...
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Amazon Starts the Reverse Direct E-Commerce Purchase Business in Korea
Amazon.com Inc (AMZN US) announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails...
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WWH Series-Lotte Shopping(023530.KS): Potential Sale of Lotte Mart Operations in China
Investment ThesisThis is the first in a series of WWH (combining the initials of What's going on, Why it matters and How we position), a shorter...
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