Asian Consumer Staples - Inflation Hedge?
Consumer Staples are a good inflation hedge, but only if they can pass on the increase in raw material costs to end consumers. In a scenario of...
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CJ Logistics: Key Beneficiary of Greater Parcel Delivery & Lower Fuel Prices
Cj Logistics (000120 KS) is the largest logistics company in Korea. In the midst of the coronavirus outbreak, there has been a big increase in...
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Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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Korea Preferred Shares - Liquidity Picks Up Amid Some Big Moves
Preferred shares in Korea have historically traded at a discount. At times the discount has been so wide that funds have been set up just to invest...
412 Views
2020 High Conviction: CJ Cheiljedang - Renewed Focus on Profits
Cj Cheiljedang (097950 KS) (market cap of $3.2 billion) is a beneficiary of the company's renewed focus on improving profitability while reducing...
526 Views