Studio Dragon Placement - Long Awaited Selldown by CJ ENM
CJ ENM (035760 KS) is looking to sell 2.25m shares in Studio Dragon (253450 KS) for about US$138m with an upsize option of an additional 600k...
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CJ E&M: (Parasite = Oscar?) A Turnaround Play After Six Years of Pain
Korea produces some of the most globally competitive products including semiconductors, smartphones, TVs, and yes Korean contents. CJ E&M is...
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Jcontentree (2nd Largest Korean Drama Production Firm): Three Key Catalysts
Jcontentree Corp (036420 KS) is the second largest drama production firm in Korea after Studio Dragon (253450 KS). The company has three key...
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A War Between Netflix & Disney = $$$ for Studio Dragon
In this report, we provide an update on Studio Dragon (253450 KS), which has been one of the best IPOs in Korea in the past two years. We believe...
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Hyundai Motor Group Restructuring Update - Revised Plan Summary
We had another interesting day yesterday. Samsung made a headline with its jaw-dropping investment size (a total ₩180tril). Samsung Biologics Co.,...
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