Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

Again, LG Uplus (032640) is at the center of attention. The most important question for LG Uplus at the present moment is whether it can really survive in the long run as a perennial third place player in Korea’s highly saturated telecom and media market.-&gt; Before jumping to this discussion, we need to do some checking up on the past and current situation of LG Uplus.1. Before LTE migration<ul><li>Surely, there have been many complicated factors that influenced LG Uplus' profitability in the last…</li></ul>

Again, LG Uplus (032640) is at the center of attention. The most important question for LG Uplus at the present moment is whether it can really survive in the long run as a perennial third place player in Korea’s highly saturated telecom and media market.-&gt; Before jumping to this discussion, we need to do some checking up on the past and current situation of LG Uplus.1. Before LTE migrationSurely, there have been many complicated factors that influenced LG Uplus' profitability in the last…

Fate of LG Uplus: Eventually Sold to Kakao and Softbank?

LG Uplus Corp

Fate of LG Uplus: Eventually Sold to Kakao and Softbank?