LG Uplus/CJ Hello Virtually Pegged At MC Ratio of Max 10% - Trade Approach on This
For the LG Plus/CJ Hello event, LG Uplus will have to merge with CJ Hello in a small-scale merger. This allows us to come up with an interesting...
482 Views
KT Skylife's Potential for Re-Rating: Ironic Situation Surrounding UHD Growth
We need to be honest with KT Skylife’s current situation.I have no intention to play down its subscriber growth achievement in 2Q16. Its total net...
475 Views
FTC's Official Rejection: What Now for SKT and CJH? And Implication from Other Angle
Korea’s FTC made its final decision. Now, SKT-CJH deal is officially rejected. The Ministry of Science, ICT and Future Planning also said that it...
191 Views
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.2k Views
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
819 Views