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

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Thematic (Sector/Industry)

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 first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

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 first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

Equity Bottom-Up

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is not a matter of whether Kakao overpaid or not. The truly important thing is that Kakao desperately needs Loen for whatever price it is. It is now very clear that Kakao Chairman Kim Beom-su needs to be a down-to-earth person again, particularly at this crucial moment when the combined company of Kakao and Daum is still struggling to meet high…

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is not a matter of whether Kakao overpaid or not. The truly important thing is that Kakao desperately needs Loen for whatever price it is. It is now very clear that Kakao Chairman Kim Beom-su needs to be a down-to-earth person again, particularly at this crucial moment when the combined company of Kakao and Daum is still struggling to meet high…

Kakao (035720), Why Loen (016170)? Overpay?

South Korea

Kakao M Corp. provides entertainment services. The Company provides digital music platforms building, music album production, music evaluation, and other services. Kakao M also offers artists excavation and management services.

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Loen Entertainment (016170 KS)

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...

Sanghyun Park

Kakao (035720), Why Loen (016170)? Overpay?

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is...

Sanghyun Park

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52-week Range

Market Cap (USDm)

P/E

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