The Market Is Overreacting to Lotte's Inheritance Situation: Creating an Opening for a Short
Shin Kyuk-ho, the founder of Lotte Group, passed away yesterday. The total value of his wealth is a little more than â‚©1tril. The local news outlets...
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A Pair Trade Between Hotel Shilla Preferred & Common Shares
We believe that a pair trade between Hotel Shilla preferred (008775 KS) and Hotel Shilla (008770 KS) (common shares) provide a solid opportunity...
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Lotte Holdings: Market Seems to Be Overreacting to Rights Offer Rumor
Korea's local market was spreading this speculation that Lotte Holdings (004990 KS)Â may go for capital increase by offering new shares. This means...
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Lotte Holdings NAV: Technically No Change but Unquantifiable Alphas Are There
Lotte Holdings (004990 KS)' Lotte Chemical (011170 KS) deal itself won't bring any immediate change in terms of valuation (NAV). But we can still...
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Lotte Holdings: Details/Implications of 6 Regulatory Filings & Trade Approach
Lotte Holdings (004990 KS) surprised the market with a serious of unexpected moves. In this post, all the details can be found along with several...
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