Korean Government Announces 109 Trillion Won in Spending Measures to Boost Birth Rates
South Korea is following in the footsteps of Japan in declining birth rates. Unless radical steps are taken (or if there is unforeseen macro event...
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Watch Emart as Probe into Lotte Group Continues
As the probe into Lotte Group continues, it appears more likely that the IPO of Hotel Lotte Co Ltd may get postponed indefinitely. Furthermore,...
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Innovative Foods = Portfolio Outperformance
We highlight 9 major new innovative products in the Korean F&B sector introduced in the past six months that are having significant impact on...
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Operating Profit Up 120% YoY in 1Q16 Bolstered by Its Coffee Business
Maeil Dairy Industry reported a mixed results in 1Q16. It reported sales of 393.2 billion won (up 6.1% YoY and 0.8% higher than consensus) in 1Q16....
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Strong Korean Milk Sales in China & Companies in Korea Benefiting from China's 2 Children Policy
We continue to like Maeil Dairy Industry and its growing exports of baby powder and white milk to China. (See Biggest Beneficiary in Korea from...
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