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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2020 High Conviction: Lotte Shopping - A Big Mgmt Shakeup & Restructuring
In this report, we provide a deep-dive analysis of Lotte Shopping and why we believe this stock has an attractive upside of 50%+ over the next 12...
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Lotte Holdings Controlling Stake Battle Dynamics: Short Holdings
Suddenly, Lotte Holdings is getting a lot of attention. The share price got boosted by nearly 9% in the last three trading days. What's this all...
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Lotte Holdings Stub Trade on Owner's Suspended Jail Term
No surprise here on Lotte, Korea's Supreme Court upheld the lower court's ruling on Lotte chairman Shin Dong-bin. It is now officially final that...
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