Lotte Corp: Worsening Balance Sheet Offset by Its High Treasury Shares Level
Despite the higher probability of the cancellation of treasury shares by Lotte Corp, we believe that its worsening balance sheet is a greater concern.
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KOSPI 200 Tactical Outlook: Waiting for the June Elections
The KOSPI 200 INDEX is in overbought territory ahead of SK's early presidential election on June 3rd, this insight discusses tactical...
314 Views
Lotte Global Logistics IPO - Thoughts on Peer Comp and Valuation
Lotte Global Logistics aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk about...
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Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates
Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.
376 Views
A Pair Trade Between LG Chem (Common) And LG Chem (Preferred)
In this insight, we discuss a pair trade between LG Chem (051910 KS) (common) and LG Chem (051915 KS) (preferred). We recommend going long on LG...
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