Turning Negative on Hotel Shilla: THAAD & Explosive Growth of Tax Refund Shops in Korea
We are turning negative on our view of Hotel Shilla Co Ltd, mainly due to two reasons: 1) THAAD and 2) Explosive growth of tax refund shops in...
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What the IPOs Completed in Korea Stock Exchange in 1H 2016 Reveal....
If you want to outperform the market, perhaps you should take a look at the IPO market in Korea. In the midst of difficult global IPO markets, the...
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Is Coupang Ready to Expand in China?
Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one...
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Who Is Most Likely to Win a License for Duty Free Shop in Seoul?
Duty free shop is a big business in Korea. We estimate duty free shops sales in Korea to increase 24% YoY to 11.4 trillion won in 2016. The Korean...
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Hotel Lotte - World's Largest IPO in 1H 2016 (Part 2)
This is part 2 of our report on the Hotel Lotte Co Ltd, which is expected to be the largest IPO in the world in 1H 2016. In this report, we...
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