Studio Dragon IPO Preview (Part 3) - Attractive Valuations
We recommend investors to take theStudio Dragon IPO deal. The current IPO price range is 30,900 won to 35,000 won. We expect the IPO to be priced...
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Studio Dragon IPO Preview (Part 1) - Beneficiary of the Addictive Korean Dramas
Studio Dragon is expected to complete its IPO in 4Q17/1Q18. CJ E&M Corp (130960 KS) owns a 90.8% stake in Studio Dragon, which was spun-off...
532 Views
Okja: The Fight Between Netflix Vs. CJ CGV
Okja is a Netflix backed movie made by Bong JoonHo, a well-known Korean movie director. There is a fight regarding Okja between the global film...
630 Views
Value Investing at Its Core (NS Shopping - 138250KS)
NS Shopping represents value investing at its core. It is an unfairly cheap stock with base case 47% upside from current levels. (Trading at 3.8x...
2.2k Views
CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
818 Views