Last Week in Event SPACE – Asatsu, TVB, SK Telecom, Propertylink
This week, Bain’s offer for Asatsu DK Inc (9747 JP) doesn’t ad up for WPP PLC (WPP LN); Television Broadcasts Ltd (511 HK)'s gets the judicial nod...
369 Views
Lotte Group Restructuring Part 8 - Lotte Holdco NAV Estimation
In this latest report of my Lotte Group restructuring discussion, I specifically discussed and estimated Lotte Holdco's net asset value (NAV) with...
366 Views
Amazon Starts the Reverse Direct E-Commerce Purchase Business in Korea
Amazon.com Inc (AMZN US) announced today that it will start the reverse direct e-commerce purchase business in Korea. What this basically entails...
282 Views
Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored;  the odds on...
392 Views
WWH Series-Lotte Shopping(023530.KS): Potential Sale of Lotte Mart Operations in China
Investment ThesisThis is the first in a series of WWH (combining the initials of What's going on, Why it matters and How we position), a shorter...
360 Views