Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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Record Results for 11st & Other Major Korean E-Commerce Players Likely in 1H 2020
In this report, we provide an analysis of 11st and other major Korean e-commerce companies that are likely to have record results in 1H 2020. Due...
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CJ E&M: (Parasite = Oscar?) A Turnaround Play After Six Years of Pain
Korea produces some of the most globally competitive products including semiconductors, smartphones, TVs, and yes Korean contents. CJ E&M is...
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Shorts Betting Against Coway on Dividend Cut?
Netmarble finalized the Coway takeover deal at a ₩94,000 per share for a 25.08% stake. So, the total cost is ₩1.74tril, which is about ₩1tril less...
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CJ Corp: Bottoming Out After Four Years of Decline?
Our NAV value of CJ Corp (001040 KS) is 3.25 trillion won (or 111,400 won per share), suggesting a 32% upside from current levels. The value of the...
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