Lotte Shin Release Event: Buy Holdings on Hotel Lotte IPO (& Short Shopping for Hedge)
Valuation wise, Holdings doesn't really seem to be at an attractive level. Current price is at a 37.68% discount to per share NAV (excl. treasury...
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Market Analysis of Bottled Water in Korea
Water is a big business in Korea. In particular, the bottled water industry is a profitable business that is consistently enjoying strong consumer...
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Sector Capsule: Naturally Healthy (NH) Beverages in South Korea
Naturally healthy (NH) beverages rose by 12% in 2017 to reach sales of KRW1,939 billion. Strong growth of NH bottled water created positive...
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Lotte Holdings Tender Offer Event - Arb Yield Calculations & Predictions
Lotte Holdings (004990 KS) tender offer price was finalized at ₩58,273.Regulatory filing link (source: DART)The swap price of Holdings...
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The Week That Was in North Asia @Smartkarma: Do Donkis Rohm the North Korean Shires?
Firstly, apologies for the terrible string of puns, but the image just sticks in our head.Kospi rose 0.66% for the week while Topix rose 1.32%,...
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