A Major Deal in the Works Between the CP Group and the Lotte Group for Lotte's China Business?
It was reported in Maekyung Daily News today that there could be a major deal in the works between Thailands CP Group and Korea's Lotte Group with...
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The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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Daewoo E&C - Downside Risks Ahead (Part 1)
We believe that Daewoo Engineering & Constr (047040 KS) is exposed to further downside risks in the coming months. Despite the company's...
360 Views
The Grey Rhinos Are Coming - Which Ones to Short in the Korean Construction Sector?
This is a follow-up report to our previous note Impact of the New 8.2 Real Estate Regulations in Korea - Watch Out for the Grey Rhino! The new real...
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Impact of the New 8.2 Real Estate Regulations in Korea - Watch Out for the Grey Rhino!
This report is about the impact of the new real estate regulations announced on August 2nd (8.2) on the Korean housing real estate and the...
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