Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Event-Driven

This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi pursuit. <a href="http://www.investchosun.com/2019/09/16/3241586" target="_blank" rel="noopener">Here is the link</a>. This post is mainly based on this Invest Chosun report as well as what I found from the local online communities.

This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi pursuit. Here is the link. This post is mainly based on this Invest Chosun report as well as what I found from the local online communities.

Hitachi Chemical going to Lotte? Would Abe approve this in times like this? Is Lotte really serious about this? Or is this just a politically calculated move for rebranding Lotte's public image in Korea? I will try to answer these questions in this post.

Hitachi Chemical going to Lotte? Would Abe approve this in times like this? Is Lotte really serious about this? Or is this just a politically calculated move for rebranding Lotte's public image in Korea? I will try to answer these questions in this post.

Japan/Asia Long-Short, LightStream Research

Mio Kato

Japan/Asia Long-Short

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

With <a href="https://www.smartkarma.com/entities/hitachi-ltd" target="_blank" data-smartkarma-citation="entities:7797:1" rel="noopener">Hitachi Ltd (6501 JP)</a> exploring bids for its <a href="https://www.smartkarma.com/entities/hitachi-chemical-co-ltd" target="_blank" data-smartkarma-citation="entities:14457:1" rel="noopener">Hitachi Chemical (4217 JP)</a> unit we examine the subsidiary's array of businesses to try and assess how realistic the reported ¥800bn valuation that has been reported is.

With Hitachi Ltd (6501 JP) exploring bids for its Hitachi Chemical (4217 JP) unit we examine the subsidiary's array of businesses to try and assess how realistic the reported ¥800bn valuation that has been reported is.

Hitachi Chemical: How Can You Justify an ¥800bn Valuation?

In this interesting time, one of Japanese high tech chemical companies seems to be attracting a serious interest from a Korean company. Yonhap reported late yesterday that Lotte Chemical was one of those who made a preliminary bid for Hitachi Chemical, which took place on Aug 9. <a href="https://www.yna.co.kr/view/AKR20190823152800003" target="_blank" rel="noopener">Here is the link</a>.

In this interesting time, one of Japanese high tech chemical companies seems to be attracting a serious interest from a Korean company. Yonhap reported late yesterday that Lotte Chemical was one of those who made a preliminary bid for Hitachi Chemical, which took place on Aug 9. Here is the link.

Lotte Chemical Makes a Preliminary Bid for Hitachi Chemical

Thematic (Sector/Industry)

This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech material export tightening measure that is to be in force one month from now (Aug 1).

This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech material export tightening measure that is to be in force one month from now (Aug 1).

Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements

Japan

Hitachi Chemical Company, Ltd. manufactures and sells a wide range of chemical products which include materials for semiconductors and LCDs, industrial materials, and processed synthetic resins.  The Company operates sales and manufacturing subsidiaries primarily in Southeast Asia.

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Hitachi Chemical (4217 JP)

Update on Lotte Chem & Hitachi Chem

This post is about what's being heard inside Lotte Chemical wrt Hitachi Chemical. Invest Chosun put out a noteworthy report on LotChem's Hitachi...

Sanghyun Park

Lotte SDB's Hitachi Play Checkup

Hitachi Chemical going to Lotte? Would Abe approve this in times like this? Is Lotte really serious about this? Or is this just a politically...

Sanghyun Park

Hitachi Chemical: How Can You Justify an ¥800bn Valuation?

With Hitachi Ltd (6501 JP) exploring bids for its Hitachi Chemical (4217 JP) unit we examine the subsidiary's array of businesses to try and assess...

Mio Kato

Lotte Chemical Makes a Preliminary Bid for Hitachi Chemical

In this interesting time, one of Japanese high tech chemical companies seems to be attracting a serious interest from a Korean company. Yonhap...

Sanghyun Park

Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements

This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...

Sanghyun Park

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