#department store

3개의 글

July 1, 2026

Hyundai Department Store (069960) Stock Outlook 2026: Premium Retail, The Hyundai Seoul, and a Low-PBR Re-Rating Case

A deep 2026 outlook on Hyundai Department Store (KRX 069960): the success of The Hyundai Seoul, premium consumption polarization, duty-free recovery, subsidiaries Handsome (fashion) and Zinus (US mattress sales), holding-company governance, and the low-PBR dividend re-rating case for global investors.

Hyundai Department Store 069960 Korea Stocks

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 30, 2026

Shinsegae (004170) Stock Outlook 2026: Luxury Department Stores vs a Slow Duty-Free Recovery

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.

004170 Shinsegae Korea Stocks