2020 High Conviction: CJ Cheiljedang - Renewed Focus on Profits
Cj Cheiljedang (097950 KS) (market cap of $3.2 billion) is a beneficiary of the company's renewed focus on improving profitability while reducing...
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CJ Group Chairman Lee Jae-Hyun Grants 122 Billion Won Worth of Stock to His 2 Children
It was reported after the market close on December 9th that the CJ Group Chairman Lee Jae-Hyun will grant 122 billion won worth of CJ New Pref...
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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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CJ Group Two Step Demerger/Merger Process: Dynamics Checkup
This post summarizes the two step demerger/merger process involving CJ Olive Networks and CJ Corp (CJ Group holdco). It looks at how this process...
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CJ Corp Holdco/Synthetic Sub Trade: Current Status & Trade Approach
CJ Corp is a three-sub holdco. CJ Cheiljedang and CJ ENM, account for three fourth of the holdings. CJ Olive Networks accounts for 10%. Olive...
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