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Hotel Shilla (008770 KS)
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237
Analysis
Consumer Discretionary
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South Korea
Hotel Shilla Co.,Ltd operates and manages hotels in Seoul and Jeju. The Company also operates duty free shops, bakeries, restaurants, and catering and laundry service businesses.
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bullish
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Hyundai Dept Store Co
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10 Jun 2016 14:03
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...
Douglas Kim
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379 Views
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bearish
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Hotel Lotte
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05 Jun 2016 19:20
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...
Douglas Kim
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615 Views
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bearish
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Hotel Lotte
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02 Jun 2016 08:19
Hotel Lotte - World's Largest IPO in 1H 2016 (Part I)
Hotel Lotte Co Ltd is expected to be the biggest IPO in the world in 1H 2016. Hotel Lotte Co Ltd is the crown jewel of the Lotte Groupand is the de...
Douglas Kim
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454 Views
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bullish
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Thematic (Sector/Industry)
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31 May 2016 15:45
Korea Stock Market Monthly Recap #2 - (May 2016)
Our portfolio of top picks were up on average 9.5% in May versus KOSPI which was down 0.5% in the same period. Our top picks in the Korean...
Douglas Kim
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273 Views
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bearish
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Thematic (Sector/Industry)
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14 May 2016 07:55
What's All the Fuss About Quantitative Easing in Korea?
There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after...
Douglas Kim
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287 Views
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