Samyang Corp: A Deep Value Stock + Affiliate IPO Catalyst (Part 1)
Samyang Corp (145990 KS) is a food, chemicals, and packaging company with strong fundamentals and deep business moats. It also owns a 51% stake in...
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Samsung Life Insurance Placement - Deal Is Likely Expected, Macro Environment Seems Favorable
CJ Cheiljedang Corp (097950 KS) is selling 2.9m shares of Samsung Life Insurance (032830 KS) worth approximately US$310m. This is a clean up trade...
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Why CJ Logistics Won't Likely Reach Annual EPS of 6,400+ Won Any Time Soon
Consensus EPS estimates for CJ Korea Express Corp (000120 KS) in 2018 and 2019 assume a dramatic and sustained improvement in Operating Margin...
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Jeil Holdings IPO (Part 3): NAV Valuation
We recommend investors to take the deal on Jeil Holdings.Our NAV analysis suggests an implied value per share of 26,475 won per share, which is 22%...
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Innovative Foods = Portfolio Outperformance (II)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2017 that are having significant impact on...
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