Primer: LOTTE Corporation (004990 KS) - Aug 2026
LOTTE Corporation is trading at a significant valuation discount to peers, reflected in its low price-to-book ratio, which may attract...
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The cocoa question
In the past year, cocoa prices have spiked to elevated levels. The culprit has been heavy rainfall in West Africa, leading to poor cocoa crops.
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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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Ruling Party Unveils Key Details of 3rd Commercial Act Amendment: Mandatory Treasury-Share Disposal
This post covers the full structure of the Ruling Party’s full 3rd Commercial Act amendment draft, outlining mandatory treasury-share disposal.
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KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC
We analyzed KOSPI 200's consensus for Sep 2026 and highlighted changes of EPS in Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem,...
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