Lotte Holdings: Another Hanjin Kal Story?
We now have a fresh round of Lotte's family feud. The elder brother, Shin Dong-ju, made a shareholder proposal to remove his brother, Shin...
737 Views
Lotte Now Gives the Opportunity of a Stub Trade
Lotte Holdings is a pure holding company. It is currently at a 47.1% discount to its NAV.It's pretty much a two-sub synthetic stub. Lotte Chemical...
473 Views
The Market Is Overreacting to Lotte's Inheritance Situation: Creating an Opening for a Short
Shin Kyuk-ho, the founder of Lotte Group, passed away yesterday. The total value of his wealth is a little more than ₩1tril. The local news outlets...
551 Views
A Pair Trade Between Hotel Shilla Preferred & Common Shares
We believe that a pair trade between Hotel Shilla preferred (008775 KS) and Hotel Shilla (008770 KS) (common shares) provide a solid opportunity...
723 Views
Lotte Holdings: Market Seems to Be Overreacting to Rights Offer Rumor
Korea's local market was spreading this speculation that Lotte Holdings (004990 KS) may go for capital increase by offering new shares. This means...
648 Views