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...
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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...
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Lotte Group Restructuring Part 3 - Summary of Revised Version Published on July 26
Lotte Confectionery Co Ltd (004990 KS) submitted the revised divestiture/merger book on July 26. Below is the regulatory...
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Korean Holdco Conversion Candidates: Facts, Expectations, and the Big Picture
Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past 6-9 months. In this...
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A Significant Increase in Minimum Wage in Korea
On July 15th, the Korean government announced the minimum wage of 7,530 won per hour starting 2018, up 16.4% YoY. This represents one of the...
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