Lotte Corp Sells 145 Billion Won Worth of Treasury Shares to Lotte Moolsan - Negative Governance
After the market close on 26 June, LOTTE Corp announced that it sold 5% of its outstanding shares worth 145 billion won to its affiliate Lotte...
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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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Korea Holdco Rerating Pullback Risk: No Retroactive Treasury Cancellation
This post covers the tactical pullback risk in Korea holdco rerating momentum, driven by the setback from non-retroactive mandatory treasury...
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Updated NAV Valuations of Doosan Corp, Hanwha Corp, CJ Corp, GS Holdings, and Lotte Corp
We provide updated NAV valuations of Doosan Corp (000150 KS), Hanwha Corporation (000880 KS), CJ Corp (001040 KS), GS Holdings (078930 KS), and...
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Top 100 Korean Firms with Highest Treasury Shares as % of Market Cap (Tender Offer and M&A Targets)
We provide an analysis of the top 100 companies with the highest percentage of treasury shares as a percentage of market cap. These 100 companies...
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