Korea Small Cap Gem #9: Namyang Dairy Products - Chairman Sells & Minority Shareholders Cheer
Chairman Hong sold the controlling stake of Namyang Dairy to Hahn & Co. Over the next 2-3 years, we believe Namyang Dairy Products' shares could...
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Screening the Silk Road: Q2-2021 All Cap GARP (Zulu Warrior Screening)
GARP selection, held for 12 mths for good reason. The list delivered an average return of 54% v’s the MSCI Asia Pac Index 37.4% over the same...
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Health & Happiness (1112): No Soy Please and Still Cheap
Health And Happiness (H&H) (1112 HK) subsidiary has agreed to purchase a stake in Else Nutrition, a plant-based alternative IMF made of almond,...
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The First SRI Mutual Fund Aimed at Investing in Korean Companies that Promote Women
In the past week, Meritz Asset Management launched the "Meritz The Women Fund (메리츠더우먼펀드)," which is the first SRI Mutual Fund aimed at investing...
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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...
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