LG Uplus: Risks Now Largely Priced In. Raise to Neutral on CJ Hello Deal Synergies
LG Uplus (032640 KS) shares have fallen around 20% from the highs of January when the market was excited by 5G. That always seemed overly...
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Last Week in Event SPACE: Softbank, Delta, U-Shin, CJ Hello, Glow, Sigma, Oslo Bors, Hang Lung
Last Week in Event SPACE ... Softbank Group (9984 JP)'s discount to NAV could narrow with Softbank looking to buy 10-13% of Real World...
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LG Uplus - CJ Hello Acquisition: Current Yield Is 10%, CJH Overhang Concerns Will Push It Up
LG Uplus Corp (032640 KS) actually pays ₩800bil (not ₩1tril) for the controlling stake of CJ Hello (037560 KS) from CJ ENM (035760 KS). LG Uplus...
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Korea M&A Spotlight: LGUplus to Acquire CJ Hellovision: What's Next for Tbroad and D'Live?
It was finally announced today that LG Uplus Corp (032640 KS) will acquire a 50 percent + one share in Cj Hellovision (037560 KS) for 800 billion...
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A War Between Netflix & Disney = $$$ for Studio Dragon
In this report, we provide an update on Studio Dragon (253450 KS), which has been one of the best IPOs in Korea in the past two years. We believe...
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