Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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The Market Is Overreacting to Lotte's Inheritance Situation: Creating an Opening for a Short
Shin Kyuk-ho, the founder of Lotte Group, passed away yesterday. The total value of his wealth is a little more than ₩1tril. The local news outlets...
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The Fate of Lotte Group Companies Post Shin Kyuk-Ho Era
On January 19th, the founder of Lotte Group Shin Kyuk-Ho passed away. He was 99 years old. Lotte Group is the fifth largest chaebol in Korea and...
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What Is Korea National Pension Fund Buying & Selling?
There have been a plethora of announcements in the past few days about the changes to the ownership of many Korean companies held by Korea National...
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Korean Value Stocks Portfolio Quarterly #2 (1Q 2020) & Thoughts of Warren Buffett's 2019 Results
In this report, we highlight some of the most noteworthy value stocks in Korea. Among these 30 stocks, there were 10 stocks that achieved 10% or...
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