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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Amazon Starts the Reverse Direct E-Commerce Purchase Business in Korea
Amazon.com Inc (AMZN US) announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails...
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Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored; the odds on...
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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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