Interesting Development for Samsung Restructuring: Opposition Party Is Now Samsung's Best Supporter?
Does Samsung still need an amendment to the South Korean holding company law? (Currently, the South Korean holding company law bans any industrial...
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2016 Korea M&A Market Outlook - What's For Sale?
We highlight 27 Korean companies that are seeking to find new owners through M&A in 2016. Key sectors of M&A in Korea in 2016 include...
609 Views
A Pair Trade Between Coupang (Short) And CJ Logistics (Long)
We discuss a pair trade between Coupang (short) and CJ Logistics (long). Coupang's daily active users were 16.2 million as of 5 December, down by...
636 Views
CJ Logistics (000120 KS/Buy)Ability to Defend Market Share Partially Confirmed
For 2Q25, CJ Logistics posted revenue of W3.05tr (-0.4% YoY). The contract logistics division delivered solid top-line growth (+13.1% YoY),...
242 Views
Monthly Air Cargo Tracker | April Data Shows Slowing Demand, Low (And Falling) Capacity Utilization
April data from Asian carriers and a range of air cargo gateways on both sides of the Pacific suggest moderating demand growth and low carrier...
486 Views