WWH Series-Lotte Shopping(023530.KS): Potential Sale of Lotte Mart Operations in China
Investment ThesisThis is the first in a series of WWH (combining the initials of What's going on, Why it matters and How we position), a shorter...
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Lotte Group Restructuring Part 7 - Theoretical Calculations of Price Upside Potential
Sep 18 was the last day for the shareholders of the four Lotte affiliates (Shopping, Confectionary, Chilsung and Food).* I will put out more...
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Last Week in Event SPACE – Sinoma, Toshiba, Mandarin Oriental, Lattice
This week, China National Building Material Co Ltd (3323 HK) and China National Materials Company Limited (1893 HK) finally reach a concrete...
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A Major Deal in the Works Between the CP Group and the Lotte Group for Lotte's China Business?
It was reported in Maekyung Daily News today that there could be a major deal in the works between Thailands CP Group and Korea's Lotte Group with...
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Lotte Group Restructuring Part 6 - Summary of Shin Dong-Ju's Appraisal Rights Exercise
Lotte Group's Shin Dong-ju, the older brother of Shin Dong-bin and Group founder Shin Kyuk-ho's eldest son, said that he will exercise his...
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