Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

India Bans Wheat Exports; Baby Formula & Diesel Shortage in US: Repeat of Beggar Thy Neighbor Policy

Dongwon Industries Listens to Minority Shareholders and Changes Merger Ratio with Dongwon Enterprise

Sri Lanka Defaults on Debt: South Korea Is the Biggest Investor & Domino Effect on Other Countries?

HiteJinro: Three Key Catalysts - Japanese Beer Boycott, Soju Price Increase, & "Tesla" The Drink

2020 High Conviction: CJ Cheiljedang - Renewed Focus on Profits

Positive Impact of Increasing Global Online Grocery: CJ Cheiljedang (097950 KS)

2020 High Conviction: CJ Cheiljedang Revisited

Thematic (Sector/Industry)

South korea Food, beverage and tobacco / Thematic (Sector/Industry)

<ul>
<li>We discuss the share price performances of the top 50 F&amp;B companies in Korea and whether these Korean F&amp;B companies could continue to outperform the market amid higher inflation rates.</li>
<li>In general, we do believe that the Korean F&amp;B sector as a whole could continue to outperform the market in times of higher inflation rates. </li>
<li>The F&amp;B sector tends to have lower sensitivity to demand relative to higher product prices and many of them can generally offset higher raw material costs with higher product prices. </li>
</ul>


We discuss the share price performances of the top 50 F&amp;B companies in Korea and whether these Korean F&amp;B companies could continue to outperform the market amid higher inflation rates.
In general, we do believe that the Korean F&amp;B sector as a whole could continue to outperform the market in times of higher inflation rates. 
The F&amp;B sector tends to have lower sensitivity to demand relative to higher product prices and many of them can generally offset higher raw material costs with higher product prices. 


Korean Food & Beverage: An Outperforming Sector Beating Inflation & KOSPI