A Visit to Daiso in Seoul - A Retail Giant Crushing the Competition
I recently visited Daiso near Seoul Station. Daiso is one of the few off-line stores that has been crushing the competition in Korea in the past...
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Primer: Lotte Shopping Co (023530 KS) - Aug 2026
Lotte Shopping is undergoing a strategic transformation focused on enhancing profitability in its core domestic retail segments while...
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Lotte Shopping Co (023530 KS): Synthetic Expert Call Transcript (22 Jul 2026)
The July 22, 2026 stake sale by Chairman Shin Dong-bin is a direct reaction to the failed cash-conversion strategy at the group level. The...
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Lotte Group Chairman Shin Dong-Bin Plans to Sell 1.2% Stake in Lotte Shopping - Why?
On 22 July, Lotte Group Chairman Shin Dong-bin announced that he plans to sell 324,100 shares (1.15%) of Lotte Shopping Co (023530 KS) to secure...
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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