A 2026 outlook on Shinsegae (KRX: 004170), Korea's premium department-store and duty-free operator. We break down its luxury moat, the slow travel-retail recovery, real-estate asset value, dividends, the split from E-Mart, peers, and what global investors should track each quarter.
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.
Perspectivas 2026 de la acción E-Mart (KRX 139480) para inversores globales: el mayor hipermercado de Corea, el formato mayorista Traders, las pérdidas de SSG.com y Gmarket, la participación en Starbucks Corea, el valor inmobiliario oculto, el bajo PBR y la tesis de cambio del programa value-up de Shinsegae.