Hotel Shilla (008770 KS/Buy)Spotlight on the Hotel Business
For 3Q25, we expect Hotel Shilla to report below-consensus results, with revenue of W1.07tr (+5% YoY) and operating profit of W17.5bn (turning to...
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Hotel Shilla (008770 KS/Buy)Major Headwinds Resolved; Turnaround Momentum to Come into Focus
On Sep. 18, the company announced its decision to withdraw from the DF1 zone at Incheon International Airport (IIA), which should eliminate over...
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No Visa For Group Tour Visitors from China to South Korea Likely Starting 3Q 2025
In the next several weeks, the South Korean government is likely to provide details of a no visa policy for group tour visitors from China to South...
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China to Finally Allow Group Tours to Korea and Japan?
The group tours from China to South Korea which has been banned since March 2017, are expected to resume after six years, according to the Korean...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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