Paradise - Valuation Sensitivity Analysis (Part 2)
We are negative on Paradise Co Ltd (034230 KS) at current levels. Our base case valuation for the company is 13,500 won, which is 12% below...
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Paradise: Terrible Earnings, But This Stock Is Outperforming LVS and Genting Malaysia YTD (Part 1)
This is an in-depth report on Paradise and the Korean gaming industry (Part 1). The earnings of Paradise Co Ltd (034230 KS), the largest...
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Politics and Motivations Behind Las Vegas Sands' Potential Expansion in Busan, Korea
This is a follow-up note to Howard J Klein's report Las Vegas Sands Takes Giant Steps in Amassing a Possible $12 Billion War Chest for Asian...
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Comprehensive List of Holdco Conversion Candidates in Korea
Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this...
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Korean Govt Measures To Invigorate Domestic Consumption
On February 23rd, the Korean government announced numerous domestic consumption boosting measures. Among them included a discount of 30-50% on KTX...
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