Korea Stock Market Monthly Recap #17 - (August 2017)
August was a good month for our model stock portfolio, which was up 1.0% versus KOSPI which was down 1.6% during the same period. At end of July,...
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Nongshim Makes a Breakthrough Deal with Walmart
Nongshim Co Ltd (004370 KS) announced that it will supply Shin Ramyun(instant noodles) to all 4,692 Walmart stores in the US. This is a major...
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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...
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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,...
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Comprehensive List of Holdco Conversion Candidates in Korea
Holdco (holding company) conversion candidates in Korea have been some of the best performing stocks in Korea in the past six months. In this...
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