Lotte Group Restructuring Part 11 - Upside Potential from Base Prices on Oct 30
Let's first look at how many shares each entity has after the split.* Below is how Holdings got 73,683,000 common shares and 987,623 pref...
561 Views
Lotte Group Restructuring Part 10 - Merger Completion Report Summary
Lotte Holdings submitted the merger completion report in a regulatory filing at DART.Weblink at...
344 Views
Lotte Group Restructuring Part 8 - Lotte Holdco NAV Estimation
In this latest report of my Lotte Group restructuring discussion, I specifically discussed and estimated Lotte Holdco's net asset value (NAV) with...
366 Views
Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored;  the odds on...
392 Views
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...
360 Views