Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/23577" target="_blank" data-smartkarma-citation="entities:23577:1">LS Cable &amp; System Asia Ltd (229640 KS)</a> and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market over the next few weeks. There will likely be more Vietnam related companies that will list their shares on the Korea Stock Market in the coming years. The data coming out regarding Korea's foreign direct investments (FDI) tells a lot about where capital is migrating in Asia.  There has been a huge shift in foreign direct investment from Korea to ASEAN…

LS Cable &amp; System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market over the next few weeks. There will likely be more Vietnam related companies that will list their shares on the Korea Stock Market in the coming years. The data coming out regarding Korea's foreign direct investments (FDI) tells a lot about where capital is migrating in Asia.  There has been a huge shift in foreign direct investment from Korea to ASEAN…

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the highest amount among Korean investors in 2016, followed by China. In fact, John Lee, the CEO of Meritz Asset Management, a 100% wholly owned subsidiary of <a href="https://www.smartkarma.com/entities/11776" target="_blank" data-smartkarma-citation="entities:11776:1">Meritz Financial Group Inc (138040 KS)</a>, has been pushing hard to launch a Vietnam fund recently. Meritz Asset Management succeeded in raising at least 50 billion won for a Vietnam equity fund last…

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the highest amount among Korean investors in 2016, followed by China. In fact, John Lee, the CEO of Meritz Asset Management, a 100% wholly owned subsidiary of Meritz Financial Group Inc (138040 KS), has been pushing hard to launch a Vietnam fund recently. Meritz Asset Management succeeded in raising at least 50 billion won for a Vietnam equity fund last…

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

This is a collaborative report between <a href="https://www.smartkarma.com/profiles/334" target="_blank" data-smartkarma-citation="accounts:334">Dylan Waller</a>  and <a href="https://www.smartkarma.com/profiles/342" target="_blank" data-smartkarma-citation="accounts:342">Douglas Kim</a> . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade). The five major sections in this report are as follows:<ol><li>The top 20 investment themes for Vietnam and Korea for the next decade</li><li>The top 10 investment risks for Vietnam and Korea.</li><li>Major economic stats comparison between Vietnam and Korea.   </li><li>"Best-of-breed" companies with recent positive sales and operating profit growth</li><li>Why Vietnam and Korea?</li></ol>Picking the right country for equity investments often delivers superior alpha results for your portfolio. Should you invest in Vietnam, the land of the ascending dragon or in Korea, the land of the morning calm? Or both?

This is a collaborative report between Dylan Waller  and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade). The five major sections in this report are as follows:The top 20 investment themes for Vietnam and Korea for the next decadeThe top 10 investment risks for Vietnam and Korea.Major economic stats comparison between Vietnam and Korea.   "Best-of-breed" companies with recent positive sales and operating profit growthWhy Vietnam and Korea?Picking the right country for equity investments often delivers superior alpha results for your portfolio. Should you invest in Vietnam, the land of the ascending dragon or in Korea, the land of the morning calm? Or both? 

Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.</li></ul><ul><li>
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…</li></ul>

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…

10 Biggest Volume Jumpers in August Spanned Seven Sectors

§ The 10 biggest SGX-listed F&amp;B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August. Japfa, Thai Beverage PCL and Jumbo Group were the strongest performers of the 10.§ The next 10 biggest SGX-listed F&amp;B plays average a market cap of S$153 million, and also averaged a 23% gain in the 2016 year through to 26 August. Food Empire Holdings and Katrina Group were the amongst strongest performers of the 10.§ Katrina Group was incorporated in 1995…

§ The 10 biggest SGX-listed F&amp;B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August. Japfa, Thai Beverage PCL and Jumbo Group were the strongest performers of the 10.§ The next 10 biggest SGX-listed F&amp;B plays average a market cap of S$153 million, and also averaged a 23% gain in the 2016 year through to 26 August. Food Empire Holdings and Katrina Group were the amongst strongest performers of the 10.§ Katrina Group was incorporated in 1995…

Singapore's Strongest Food & Beverage Stocks in 2016 YTD

Vietnam

Masan Group Corp. is a diversified private sector group. The Company's principal lines of business include food and beverage, consumer-agri, financial services and natural resources.

KIDO Group Corp produces baked goods and candy. The Company produces cookies, crackers, pies, cakes, and bread, along with chocolate and other candy.

Vinh Hoan Corporation is a seafood trading and processing company. The Company's main products are 
catfish and basa fish fillets, raw catfish as processing materials and value-added products from
seafood.

Dabaco Corporation manufactures and trades cattle food, veterinary medicine, insecticides, and other agricultural and handicraft products. The Company also offers business in real estate and construction.

Thanh Thanh Cong - Bien Hoa Joint Stock Company processes and produces sugar. The Company trades fertilizers, electricity, and agricultural materials. Thanh Thanh Cong - Bien Hoa also constructs industrial park infrastructure and civil works. Thanh Thanh Cong - Bien Hoa serves customers in Vietnam.

Hoang Anh Gia Lai Agricultural Joint Stock Company engages in agricultural business in Vietnam, Laos, and Cambodia. The company engages in the plantation and processing the products from rubber trees, oil palm, and sugar cane. It is also involved in breeding and trading dairy cows and cows for meat. The company was formerly known as Hoang Anh Gia Lai Rubber Joint Stock Company. The company was founded in 2010 and is headquartered in Pleiku, Vietnam.

Vinacaf� Bien Hoa JSC manufactures, markets, and sells food products in Vietnam and internationally. Its products include ground coffee, instant coffee, and cereals. The company was founded in 1968 and is based in Dong Nai, Vietnam.

Sao Ta Foods JSC processes food.  The Company processes and markets fish and shrimp.

Saigon Beer - Alcohol - Beverage Corporation produces and distributes alcoholic beverages. The Company offers beer, spirits, soda, and other products. Saigon Beer - Alcohol - Beverage serves clients in Vietnam.

Hai Ha Confectionery JSC manufactures confectionery.

China Mengniu Dairy Company Limited, through its subsidiaries, manufactures and distributes quality dairy products in China. The principal products are liquid milk products, ice cream, and other dairy products, such as milk powder. The Company markets its products under its primary MENGNIU core brand.

Want Want China Holdings Limited manufactures and trades rice crackers, snack food, beverages, and packing materials.  The Company also manufactures wheat, flour, and raw materials for the manufacture of snack foods.  Most of the company's production facilities are located in China and Taiwan.

PPB Group Berhad is an investment holding company. The Company operations include grains trading, flour and animal feed milling industry as well as downstream activities including livestock farming, food processing and consumer products distribution with primary focus in Indonesia, Malaysia, China, India and Europe.

Dali Foods Group Company Ltd. is a snack food and beverage company. The Company is actively expanding its products offering and distributes its products through retailers.

IOI Corporation Berhad cultivates and processes oil palm and rubber.  The Company, through its subsidiaries, operates in property development and investment, provides landscape services, and sells ornamental plants and turfing grass. IOI Corporation also manufactures industrial and medical gases, and provides building, engineering, and construction services.

CJ CheilJedang Corp. manufactures processed food products.  The Company's products include refined sugar, monosodium glutamate (MSG), condiment, wheat powder, flour, cooking oil, processed meats, and animal feed.  CJ CheilJedang also manufactures pharmaceutical and household products.

Flowers Foods, Inc. produces and markets packaged bakery foods for retail and foodservice customers. The Company offers fresh packaged and frozen bakery products, as well as pastries, doughnuts, and bakery snack products. Flowers Foods serves customers in the State of Georgia.

Universal Robina Corporation manufactures, markets, and distributes branded consumer foods. The Company's products include hogs and poultry farming, animal feeds, corn products, and animal health products.

YAMAZAKI BAKING CO., LTD. produces baking foods including bread, pastry, and cake.  The Company operates nationwide sales network.  YAMAZAKI BAKING also operates franchised cafeterias and convenience stores.

Nestle (Malaysia) Berhad is an investment holding company.  The Company, through its subsidiaries, markets and sells powdered milk and drinks, liquid milk and juices, instant coffee, and instant noodles. Nestle also manufactures and provides packaging for culinary and chocolate-based food products and trades flavoring ingredients.

Vietnam Dairy Products JSC produces dairy foods. The Company produces milk, condensed milk, milk powder, yoghurt, ice cream and cheese. Vietnam Dairy Products also produces cookies, coffee and tea and bottled water.

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Vietnam Dairy Products JSC (VNM VN)

Korea's Foreign Direct Investment Trend

LS Cable & System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market...

Douglas Kim

John Lee's Vietnam Fund

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...

Douglas Kim

Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I

This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...

Nomadic Equity

10 Biggest Volume Jumpers in August Spanned Seven Sectors

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average...

Singapore Exchange Ltd (SGX)

Singapore's Strongest Food & Beverage Stocks in 2016 YTD

§ The 10 biggest SGX-listed F&B plays average a market cap of S$3.5 billion, and averaged a 23% gain in the 2016 year through to 26 August....

Singapore Exchange Ltd (SGX)

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