Top 7 Investment Ideas from Top 200 Youtube Channels in Korea (Mukbang Included)
In this insight, I analyze the top 200 Youtube channels in Korea and provide the top 7 investment ideas from this data. For the top 200 most...
919 Views
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...
638 Views
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...
617 Views
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...
578 Views
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...
516 Views