The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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Samyang Corp: A Deep Value Stock + Affiliate IPO Catalyst (Part 1)
Samyang Corp (145990 KS) is a food, chemicals, and packaging company with strong fundamentals and deep business moats. It also owns a 51% stake in...
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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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