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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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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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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