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

What Did NPS Buy and Sell in Korean Stock Market in 2Q 2024?

The Born Korea IPO Valuation Vs Recent M&A Valuation of Compose Coffee by Jollibee Foods

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

Samyang Foods: KOSPI 200 Inclusion & Improving Fundamentals

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>One of the key themes this year that has worked well has been Korean food &amp; beverage stocks that have significantly outperformed KOSPI. </li>
<li>Some of the best selling Korean foods (especially overseas) include Samyang Foods' instant noodles, CJ Seafood's seaweed products, and Wooyang's frozen gimbab. </li>
<li>We prefer a basket approach to investing in Korean F&amp;B stocks. A basket of top 10 F&amp;B stocks in Korea has outperformed the market YTD and this outperformance could continue.</li>
</ul>


One of the key themes this year that has worked well has been Korean food &amp; beverage stocks that have significantly outperformed KOSPI. 
Some of the best selling Korean foods (especially overseas) include Samyang Foods' instant noodles, CJ Seafood's seaweed products, and Wooyang's frozen gimbab. 
We prefer a basket approach to investing in Korean F&amp;B stocks. A basket of top 10 F&amp;B stocks in Korea has outperformed the market YTD and this outperformance could continue.


Samyang Foods

Korean Food Goes Global