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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Korean Govt Measures To Invigorate Domestic Consumption
On February 23rd, the Korean government announced numerous domestic consumption boosting measures. Among them included a discount of 30-50% on KTX...
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Who Is AJ Networks (095570)? Most Favored Bidder for Tongyang Magic
Glenwood Private Equity and NH Private Equity selected a shortlist of seven bidders who had made it to the second round of bidding for Tongyang...
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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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