Binggrae: Split into Two Companies and A Cancellation of 10% of Outstanding Shares
Binggrae announced a company split. We are positive on Binggrae due to cheap valuations (1.6x EV/EBITDA in 2025), steady growth in sales and...
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Korean Food Goes Global
We prefer a basket approach to investing in Korean F&B stocks. A basket of top 10 F&B stocks in Korea has outperformed the market YTD and this...
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Suspension of 2,000 Taiwan Food Products by China: Start of an Economic Warfare?
China has started to suspend nearly 2,000 food products from Taiwan to China as it protests a visit to Taipei by the US Speaker of the House Nancy...
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Korea Stock Market Monthly Recap #47 (April 2020): Kim Jong-Un Dead?
Today (April 29th), South Korea's National Assembly Research Service (입법조사처) announced that Kim Yo-Jong could become the next successor after Kim...
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Korea M&A Spotlight: Binggrae Acquires Haitai's Ice Cream Business
On 31 March, Binggrae Co Ltd (005180 KS) announced that it will acquire 100% of the ice cream business of Haitai Confectionery & Foods (101530...
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