Lotte Group Restructuring Part 5 - Issues Regarding Hotel Lotte & Financial Affiliates
Obviously, Lotte restructuring is still far from being done. What is next? The newly created Lotte Holdco first needs to do a tender offer to the...
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The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
433 Views
More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS)Â said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
635 Views
Global Equity Strategy: Overweight EM, Pullback Opportunities in Europe, Japan Poised to Breakout
In the attached strategy document we expand upon themes and opportunities in materials, technology and financials as well as an overview of...
335 Views
KB Financial Placement - An Expected Sale in a Favorable Macro Environment
POSCO (005490 KS) is selling 7.7m shares of KB Financial Group Inc (105560 KS) for approximately US$377m. The deal represents 1.8% of KB...
410 Views