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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Korea - Shorts Cover as Market Rallies
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 8...
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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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Asiana Airlines Stake Sale: Deal Conditions & Potential Buyers
Kumho Industrial officially confirms Asiana Airlines controlling stake sale in a regulatory filing. KDB is said to have accepted this revised...
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TRACKING TRAFFIC/Chinese Express & Logistics: Express Momentum Wanes | Pricing Tumbles | Buy CLPH!
Tracking Traffic/Chinese Express & Logistics is the hub for our research on China's express parcels and logistics sectors. Tracking...
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