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...
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Innovative Foods = Portfolio Outperformance (III)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2018 that are having significant impact on...
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Renewed Chinese Tourism Sanctions on South Korea
On December 19th, 4 vessels from the South Korea (SK) Coast Guard fired 200 plus live rounds over 44 Chinese fishing boats who were reported to be...
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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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