Lotte Holdings NAV: Technically No Change but Unquantifiable Alphas Are There
Lotte Holdings (004990 KS)' Lotte Chemical (011170 KS) deal itself won't bring any immediate change in terms of valuation (NAV). But we can still...
711 Views
Lotte Shin Release Event: Buy Holdings on Hotel Lotte IPO (& Short Shopping for Hedge)
Valuation wise, Holdings doesn't really seem to be at an attractive level. Current price is at a 37.68% discount to per share NAV (excl. treasury...
569 Views
Lotte Holdings Tender Offer Event - Arb Yield Calculations & Predictions
Lotte Holdings (004990 KS) tender offer price was finalized at ₩58,273.Regulatory filing link (source: DART)The swap price of Holdings...
349 Views
Last Week in Event SPACE: Samsung Biologics, Shire, Lotte, Mitula, JSW, Nisshinbo
Last Week in Event SPACE ... In what is probably the secondmost interesting arb in the world, the attractive trade may simply be to go long LIFULL...
474 Views
Update on Lotte Holdings Tender Offer Event
This Lotte Holdings tender offer event is now getting to the point where we may have to get serious about arb trade.As of Apr 30, there was no...
404 Views