#Korea retail

2개의 글

July 1, 2026

Lotte Shopping (023530) Stock Outlook 2026: Deep Value, High Yield, Retail Restructuring

Lotte Shopping (KRX 023530) stock outlook 2026 for global investors: department store premiumization, Lotte On e-commerce struggles, store rationalization, REIT asset monetization, low-PBR value-up, high dividend yield, and consumer cyclicality risks.

Lotte Shopping 023530 Korea retail

June 28, 2026

E-Mart (139480) Stock Outlook 2026: Real Estate and Starbucks Korea Asset Value vs E-Commerce Losses

E-Mart (KRX 139480) stock outlook 2026 for global investors: Korea's #1 hypermarket, Traders warehouse format, SSG.com and Gmarket e-commerce losses, Starbucks Korea stake, hidden real estate value, deep-discount low PBR, the Shinsegae Group value-up turnaround thesis explained.

139480 E-Mart Shinsegae