Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored; the odds on...
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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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Lotte Group Restructuring Part 7 - Theoretical Calculations of Price Upside Potential
Sep 18 was the last day for the shareholders of the four Lotte affiliates (Shopping, Confectionary, Chilsung and Food).* I will put out more...
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Lotte Group Restructuring Part 6 - Summary of Shin Dong-Ju's Appraisal Rights Exercise
Lotte Group's Shin Dong-ju, the older brother of Shin Dong-bin and Group founder Shin Kyuk-ho's eldest son, said that he will exercise his...
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Sector Capsule: Drinking Milk Products in South Korea
Drinking milk products decreases slightly in current value terms in 2017 to reach KRW2.9 trillion Coffee- and chocolate-flavoured premium milk...
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