Recent Data of Coupang, SoBank VF AI Initiative & Emart Crisis
I have to admit that I was wrong about Coupang. I used to believe that SoBank-backed Coupang was playing a very dangerous money game. But it is now...
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Emart Crisis: Huge Recap & Industry Consolidation
Emart's share buyback can be played out both ways. We don't know it yet. What's really important is a huge recap that will provide Emart with...
645 Views
Key Impact of 2.9% Minimum Wage Hike in Korea for 2020 - Who Are Major Beneficiaries?
This morning, the South Korean government announced the minimum wages effective January 1st, 2020 which will be 8,590 won (US$7.30) (up 2.9% YoY)....
643 Views
Shinsegae E&C: The Biggest Beneficiary of the $4 Billion Theme Park Construction In Hwaseong, Korea
We have a positive view of Shinsegae E&C. We believe that Shinsegae Eng & Construction Co., Ltd. (034300 KS) will be one of the biggest...
575 Views
Homeplus REIT IPO - The Largest Ever REIT IPO in Korea
The Homeplus REIT ("Korea Retail Homeplus #1 REIT"), which is expected to be completed by end of March, will be the biggest ever REIT IPO in...
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