Emart - A Turnaround Play or Value Trap? (Major Sale & Leaseback of Real Estate Assets)
E Mart Inc (139480 KS) announced on May 15th that it will sell real estate assets (13 Emart stores and land) to Mastern Investment Mgmt for 952...
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Recent Data of Coupang, SoBank VF AI Initiative & Emart Crisis
I have to admit that I was wrong about Coupang. I used to believe that SoBank-backed Coupang was playing a very dangerous money game. But it is now...
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Emart Crisis: Huge Recap & Industry Consolidation
Emart's share buyback can be played out both ways. We don't know it yet. What's really important is a huge recap that will provide Emart with...
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Key Impact of 2.9% Minimum Wage Hike in Korea for 2020 - Who Are Major Beneficiaries?
This morning, the South Korean government announced the minimum wages effective January 1st, 2020 which will be 8,590 won (US$7.30) (up 2.9% YoY)....
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Shinsegae E&C: The Biggest Beneficiary of the $4 Billion Theme Park Construction In Hwaseong, Korea
We have a positive view of Shinsegae E&C. We believe that Shinsegae Eng & Construction Co., Ltd. (034300 KS) will be one of the biggest...
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