BGF Retail Spin-Off: For Whom the Bell Tolls
The proposal to split BGF Retail into two separate entities was approved at the shareholder meeting scheduled for Sep 28. In short, BGF Retail’s...
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Alibaba Vs. Amazon in Korea
There are increasing indications that suggest that Alibaba and Amazon, the two largest e-commerce companies in the world, are ready to enter the...
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Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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Korean CVS Companies' Forays into Iran and Vietnam Signal Intensified Competition Domestically
Faced with the market saturation of the convenience store market in Korea, Gs Retail Co Ltd (007070 KS) and Bgf Retail Co Ltd (027410 KS) announced...
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The FTC Is Investigating AmorePacific
Amorepacific Corp (090430 KS) is having some tough times. A year ago, the THAAD conflict between China and South Korea started to rattle the...
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