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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Data Analysis of Major F&B Companies in Korea
Overall, we have a positive view on the Korean F&B sector. In this report, we have included various metrics including FCF yield, sales growth,...
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Alpha Generation from Share Buybacks in Korea (2017 YTD)
In this report, we have identified 26 stocks in the Korean stock market that have announced share buyback programs so far in 2017. These stocks...
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Update on the Put Back Option Clause for IPOs in the Korea Stock Market
This report is an update on the implementation of the "put-back option clause" for IPOs in the Korea Stock Market (for companies applying under the...
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