LG H&H - A Key Beneficiary of the Return of Chinese Group Tours to Korea
We expect LG H&H to generate 1 trillion won or more in operating profit in 2024 and 2025, which would be 20-25%+ higher than current consensus...
328 Views
Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
718 Views
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...
363 Views
L’Occitane (973 HK): HK$35 Offer from the Controlling Shareholder?
Shares are currently in a trading halt. The rumoured offer price of HK$35 per share is attractive and represents an all-time high price. Therefore,...
397 Views
L’Occitane (973 HK): Controlling Shareholder Mulling a Bid?
The presence of a significant disinterested shareholder necessitates an attractive takeover premium. Irrespective of a bid materialising, the...
483 Views