Two Notable Changes in National Pension Service of Korea: Activism Guideline and Delegation of Votes
Last January, National Pension Service (NPS) of Korea, the world's third-largest pension fund, finally announced detailed guidelines of stewardship...
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Hyundai HS Buying Hanwha L&C Creates Group Split Sentiment: LONG Dept Store & SHORT Greenfood
For Hyundai Dept Store Group breaking up, two transactions must be carried out. The older brother owns a 12.67% stake in Greenfood. In contrast,...
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Local Activist Fund Attacks Hyundai HS on Hanwha L&C Deal, But Market May React Differently
Value Partners sent a letter to the Hyundai Home Shopping management saying that Hyundai Home Shopping shouldn't proceed with the Hanwha L&C...
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Korea M&A Spotlight: Shinsegae Acquires Casamia
It was reported in the local media today that Shinsegae Co Ltd (004170 KS) acquired Casamia, the sixth largest home furnishing provider in Korea...
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Visit to the Newly Opened IKEA Store in Goyang & "The Catfish Effect"
This report has two components. First, I discuss about my visit to the newly opened IKEA store in Korea. Second, I analyze the impact of...
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