Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Korea Pair Trades: High Risk/Reward Names with Short Sell Screen
With the resumption of short selling in Korea, we highlight correlated pairs from the same GICS sub-industry that are near reversion points and...
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Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
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Dali Foods: Low-Price Copycat With A Persistent High-Return Character But A Too Narrow Moat
We appreciate the differentiated strategy and the persistently high return on capital, but the moat appears too narrow for this rapidly-evolving...
320 Views
Positive Impact of Increasing Global Online Grocery: CJ Cheiljedang (097950 KS)
Korean F&B companies such as CJCJ may repeat the success stories of Korean cosmetic companies in overseas markets backed by increasing online...
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