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Maeil Holdings Co., Ltd. (005990 KS)
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42
Analysis
Consumer Staples
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South Korea
Maeil Holdings Co., Ltd. manufactures dairy products. The Company produces baby formulas, dry powdered milk, milk, yogurt, fruit juices, and other lactic acid beverages.
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bullish
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SK Telecom
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29 Jun 2017 12:34
SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
Douglas Kim
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303 Views
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bullish
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Thematic (Sector/Industry)
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09 Jun 2017 15:59
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...
Douglas Kim
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387 Views
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bullish
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Thematic (Sector/Industry)
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04 Jun 2017 19:06
The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR
In this week's The Week that was in NorthAsia@Smartkarma, we saw 30+ fundamental, event-driven, or IPO/ECM-related insights for the week in Japan...
Travis Lundy
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189 Views
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bullish
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Thematic (Sector/Industry)
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31 May 2017 22:13
Korea Stock Market Monthly Recap #14 - (May 2017)
May was an excellent month for our model porfolio which rose 8.9% versus KOSPI which increased 6.4% during this period. With Moon Jae-In becoming...
Douglas Kim
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169 Views
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bullish
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Thematic (Sector/Industry)
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31 May 2017 06:48
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,...
Douglas Kim
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358 Views
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