WWH Series-Lotte Shopping(023530.KS): Potential Sale of Lotte Mart Operations in China
Investment ThesisThis is the first in a series of WWH (combining the initials of What's going on, Why it matters and How we position), a shorter...
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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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A Visit to Emart's Starfield Goyang MegaMall
In the midst of North Korea firing missiles and testing for nuclear weapons, people in South Korea are still shopping and living their regular...
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Coupang Borrows 300 Billion Won from Goldman Sachs SSG
It was reported in the local Korean media that Coupang borrowed 300 billion won (US$267 million) from Goldman Sachs SSG (Special Situations...
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Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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