SPC Samlip: Bottoming Out After Four Years of Decline?
SPC Samlip (005610 KS) operates the largest bread bakery franchise in Korea. The stock price has now declined nearly 80% from its highs four years...
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The BGF Retail Swap Shop
Last September, Sustinvest discussed in its insight BGF Retail Spin-Off: For Whom the Bell Tolls, the creation of the BGF Holdco/Opco, and...
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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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Higher Milk Demand in Korea, Lots of Lattes, & John Robbins of Baskin Robbins
According to the Korea Dairy Association, milk demand (volume) rose to 1.38m tons in 2016, up 2.8% YoY. This was the first time that milk demand...
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Visit to the Shake Shack Burger in Gangnam - The Cult-Like Following in Korea
I visited the Shake Shack store in Gangnam, Korea this week. This store generated the highest sales among Shake Shack's 124+ stores globally in the...
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