Aug-Sep Numbers Show Tourist Spending in Korea Slowed | Confirms Chinese 代购 ('daigou') Crackdown?
The number of Chinese visitors to Korea has been recovering since Q2 this year following a sharp drop in 2017 related to the THAAD-controversy,...
495 Views
Will Jang Ha-Sung (Chief of Staff for Policy) & Kim Dong-Yeon (Deputy PM) Be Ousted? What's Next?
There has been a flurry of media reports in Korea in the past few days that have mentioned that Jang Ha-Sung (Chief of Staff for Policy) and Kim...
386 Views
Lotte Holdings: Market Seems to Be Overreacting to Rights Offer Rumor
Korea's local market was spreading this speculation that Lotte Holdings (004990 KS) may go for capital increase by offering new shares. This means...
485 Views
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...
509 Views
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...
374 Views