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Shinsegae (004170 KS)
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114
Analysis
Consumer Discretionary
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South Korea
Shinsegae Co., Ltd. operates department stores in South Korea. The Company retails food, clothing, household goods, electronics, and other items through several branch stores.
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bullish
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Softbank Group
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17 Aug 2019 01:08
Recent Data of Coupang, SoBank VF AI Initiative & Emart Crisis
I have to admit that I was wrong about Coupang. I used to believe that SoBank-backed Coupang was playing a very dangerous money game. But it is now...
Sanghyun Park
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556 Views
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bearish
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E Mart Inc
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13 Aug 2019 23:49
Emart Crisis: Huge Recap & Industry Consolidation
Emart's share buyback can be played out both ways. We don't know it yet. What's really important is a huge recap that will provide Emart with...
Sanghyun Park
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645 Views
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bullish
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Anheuser Busch Inbev Sa/Nv
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29 Jul 2019 09:50
Korea M&A Spotlight: AB InBev Is Selling OB Beer Business (Buy High & Sell Higher?)
On July 28th, a local Korean business newspaper Hankyung mentioned that Anheuser Busch Inbev Sa/Nv (ABI BB) is putting OB Beer business in South...
Douglas Kim
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765 Views
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bearish
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Thematic (Sector/Industry)
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12 Jul 2019 11:17
Key Impact of 2.9% Minimum Wage Hike in Korea for 2020 - Who Are Major Beneficiaries?
This morning, the South Korean government announced the minimum wages effective January 1st, 2020 which will be 8,590 won (US$7.30) (up 2.9% YoY)....
Douglas Kim
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643 Views
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bearish
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Thematic (Sector/Industry)
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03 Jul 2019 15:38
South Korea's Response to Japan's Sanctions and Recent Visitors Trend to Japan & South Korea
In this report, we provide South Korea's response to Japan's economic sanctions as well as an analysis of the recent visitors trend to South Korea...
Douglas Kim
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660 Views
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