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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StubWorld: Time For A BGF Setup? An Unlikely Boost for Kingboard
This week in StubWorld ... With concerns over its tender offer for BGF Retail (282330 KS) now behind it, now may be the time for a BGF Co Ltd...
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Korean Stubs Spotlight: A Pair Trade Between BGF Co. & BGF Retail
In this report, we provide an analysis of our pair trade idea between BGF Co Ltd (027410 KS) and Bgf Retail (282330 KS). Our strategy will be to be...
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