CJ Cheiljedang - Korean Food Goes Global
In this insight, we discuss CJ Cheiljedang (097950 KS)'s 4Q 2020 and 2020 full year results and how this company is becoming one of the chief...
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Summary of Innox Corp's Holdco/Opco Demerger
In this piece, I summarized Innox Corp (088390 KS)'s regulatory filing for demerger into holdo and opco. Innox is undoubtedly one of the hottest...
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Spin-Offs Can Deliver Real Alpha in Korea
Spin-offs in Korea can often deliver real alpha producing results. This report highlights some of the recent major spin-offs in Korea as well as an...
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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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