JD Logistics Enters South Korea: Accelerated by Tariff War Between China and the US?
In the past week, one of the biggest stories in the Korean e-commerce/logistics market has been the entrance of JD Logistics into the South Korean...
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Lotte Global Logistics IPO - Thoughts on Peer Comp and Valuation
Lotte Global Logistics aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares. In this note, we talk about...
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Lotte Logistics Pre-IPO - Sluggish Revenues, High Dependence on Group Affiliates
Lotte Global Logistics (LGG KS) aims to raise around US$140m in its Korea IPO via selling a mix of primary and secondary shares.
376 Views
China Could Lift Ban on Korean Popular Culture (Hallyu) As Early As May 2025
One of the big thematic events that have impacted the Korean stock market this week has been the expectation that China could lift ban on Korean...
973 Views
Growing Importance of ACT - Korea's Largest Minority Shareholders Platform
In this insight, we discuss about the growing importance of ACT, the largest minority shareholders platform (https://www.act.ag/) in Korea with...
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