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Lotte Shopping Co (023530 KS)
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206
Analysis
Consumer Discretionary
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South Korea
Lotte Shopping Co., Ltd. operates department stores and discount stores in South Korea. The Company retails clothing, household goods, foods and other items through several branches. Lotte Shopping also operates supermarkets and movie theaters.
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bullish
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Thematic (Sector/Industry)
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18 Aug 2017 14:32
The Week That Was in NorthAsia@Smartkarma: Bean Counters, Dr. Copper, and Shin Ramyun
What a pleasure in being able to read Dr. Jim Walker's insights on Smartkarma! In his report, World War Three: Part 1 – Falling Fertility, Dr. Jim...
Douglas Kim
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348 Views
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bearish
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Thematic (Sector/Industry)
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14 Aug 2017 07:31
The FTC Is Going After Major Retailers With Burdensome New Rules
The FTC (Fair Trade Commission) announced comprehensive new rules over this past weekend targeting the major retailers in Korea. These new rules...
Douglas Kim
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205 Views
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bullish
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Thematic (Sector/Industry)
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04 Aug 2017 16:47
The Week in N.Asia@Smartkarma: Softbank/Charter, Autos and The Most Interesting Tyre Co in the World
JapanSoftbank and CharterPelham Smithers Associates writes in SoftBank (9984) - To Bid for Charter? about Softbank's newfound ability to handle...
Mio Kato
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165 Views
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bullish
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Alibaba Group Holding
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03 Aug 2017 22:21
Coupang - Alibaba to the Rescue?
It has been reported in numerous local Korean media in recent days that Alibaba (through its affiliate Alipay) may be ready to invest a significant...
Douglas Kim
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364 Views
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bearish
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GS Retail
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03 Aug 2017 19:10
Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
Douglas Kim
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288 Views
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