Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>There are increasing signs that the major tourism related stocks (inbound to Korea) such as Hotel Shilla, GKL, and Paradise are bottoming out driven by the strong growth of inbound Chinese visitors to Korea coupled with Korean government's promotional efforts to make 2016 the "Year of Visit to Korea."</li>
<li>The biggest driver of this positive change is the recent surge in Chinese visitors to Korea trend. Chinese visitors to Korea surged nearly 40% YoY to reach 0.55 million in January 2016. Bolstered by…</li>
</ul>


There are increasing signs that the major tourism related stocks (inbound to Korea) such as Hotel Shilla, GKL, and Paradise are bottoming out driven by the strong growth of inbound Chinese visitors to Korea coupled with Korean government's promotional efforts to make 2016 the "Year of Visit to Korea."
The biggest driver of this positive change is the recent surge in Chinese visitors to Korea trend. Chinese visitors to Korea surged nearly 40% YoY to reach 0.55 million in January 2016. Bolstered by…


Are Korean Tourism Stocks (Inbound) Bottoming?

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Thematic (Sector/Industry)

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 first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

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 first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

South Korea

Paradise Co., Ltd. is a gaming company that operates casino facilities in South Korea and Kenya.  The Company offers games, such as roulette, black jack, baccarat, and big wheel.  Paradise, through its subsidiaries, operates retail and hotel business.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Paradise Co Ltd (034230 KS)

Are Korean Tourism Stocks (Inbound) Bottoming?

There are increasing signs that the major tourism related stocks (inbound to Korea) such as Hotel Shilla, GKL, and Paradise are bottoming out...

Douglas Kim

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...

Sanghyun Park

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)