Lotte Group Restructuring Part 11 - Upside Potential from Base Prices on Oct 30
Let's first look at how many shares each entity has after the split.* Below is how Holdings got 73,683,000 common shares and 987,623 pref...
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Lotte Group Restructuring Part 10 - Merger Completion Report Summary
Lotte Holdings submitted the merger completion report in a regulatory filing at DART.Weblink at...
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Lotte Group Restructuring Part 8 - Lotte Holdco NAV Estimation
In this latest report of my Lotte Group restructuring discussion, I specifically discussed and estimated Lotte Holdco's net asset value (NAV) with...
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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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