AxJ Consumer Sector: A Different Approach to Investment Research and Model Portfolio
This paper addresses the structural changes in external investment research. Traditional sell-side research does not meet the needs of fund...
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Market Analysis of Bottled Water in Korea
Water is a big business in Korea. In particular, the bottled water industry is a profitable business that is consistently enjoying strong consumer...
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Post 2Q18 Earnings, LG H&H or Shiseido?
LG Household & Health Care (051900 KS) makes fantastic cosmetics and the company continues to execute its strategy of expanding its share in...
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CV Note: JayJun Cosmetic (025620 KS)
"Enfant Terrible Offers Formidable Top-Line Growth and Market Diversification" Specialized mask pack cosmetic maker JayJun Cosmetic (025620 KS) was...
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Korean Pref Shares: Closing the Gap [#3] - 2Q18 Review (Opportunity in LG H&H Pref?)
The Korean preferred shares had excellent an share price performance on average in 2Q18. The top 30 Korean preferred shares were down only 0.2% on...
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