SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
602 Views
Lotte Confectionery & Lotte Shopping: Spin Offs + A Merger
It was reported in Korea's Maeil Economic Daily today that Lotte Confectionery Co Ltd (004990 KS) and Lotte Shopping Co (023530 KS) plan to spin...
942 Views
Take Out Crown Confectionery & Crown Haitai Holdings from Our Model Portfolio
We take out both Crown Confectionery (264900) and Crown Haitai Holdings (005740) from our model portfolio. Crown Confectionery is a leading...
492 Views
Fight for the Control of Lotte Confectionery & The Lotte Group Between the Two Shin Brothers
Lotte Confectionery Co Ltd (004990 KS) has been one of the hottest stocks in the Korea Stock Market in 2017. Lotte Confectionery shares are up 27%...
591 Views
Orion Corp - The Fat Pitch for Value Investors (Part II)
Orion Corp has been one of the consistent leaders in new product innovations of snack foods in Korea. In 2H16, it introduced Matcha green tea...
554 Views