Lotte Holdings NAV: Technically No Change but Unquantifiable Alphas Are There
Lotte Holdings (004990 KS)' Lotte Chemical (011170 KS) deal itself won't bring any immediate change in terms of valuation (NAV). But we can still...
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Lotte Shin Release Event: Buy Holdings on Hotel Lotte IPO (& Short Shopping for Hedge)
Valuation wise, Holdings doesn't really seem to be at an attractive level. Current price is at a 37.68% discount to per share NAV (excl. treasury...
416 Views
Market Analysis of Bottled Water in Korea
Water is a big business in Korea. In particular, the bottled water industry is a profitable business that is consistently enjoying strong consumer...
632 Views
Sector Capsule: Naturally Healthy (NH) Beverages in South Korea
Naturally healthy (NH) beverages rose by 12% in 2017 to reach sales of KRW1,939 billion. Strong growth of NH bottled water created positive...
231 Views
Lotte Holdings Tender Offer Event - Arb Yield Calculations & Predictions
Lotte Holdings (004990 KS) tender offer price was finalized at ₩58,273.Regulatory filing link (source: DART)The swap price of Holdings...
244 Views