Screening the Silkroad: Small-Mid Cap - High-Risk Names To Avoid Q4 2018
■ Our Q3 2018 screen (in July Screening the Silk Road: Small-Mid Cap Names To Avoid) presented with 45 stocks: Since this list was issued, 31...
332 Views
StubWorld: CJ Corp's Multi-Year Low Implied Stub
This week in StubWorld ... CJ Corp (001040 KS)'s implied stub touched a 6-year low; yet a key stub holding is generating steady,...
182 Views
Korea M&A Spotlight: CJ Cheiljedang Is Close to Acquiring Schwan's (US) For US$2.8 Billion
It was reported in numerous local media that CJ Cheiljedang Corp (097950 KS) is close to acquiring Schwan's, a US based F&B company for 3.1...
380 Views
Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
310 Views
Innovative Foods = Portfolio Outperformance (III)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2018 that are having significant impact on...
150 Views