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

Strong Growth of Sparkling Water in Korea

Equity Bottom-Up

Thailand has beautiful beaches, delicious food, and TIPCO juice that is making strong inroads to the Korean juice beverage market. Our store checks reveal that TIPCO is gaining momentum in Korea, for its juices. TIPCO juices first started to appear in some hypermarkets a few years ago in Korea. Starting about 6-12 months ago, we started to notice that the shelf spaces of TIPCO were getting bigger with better locations in major hypermarkets such as E-Mart and Homeplus. In addition, TIPCO juices…

Thailand has beautiful beaches, delicious food, and TIPCO juice that is making strong inroads to the Korean juice beverage market. Our store checks reveal that TIPCO is gaining momentum in Korea, for its juices. TIPCO juices first started to appear in some hypermarkets a few years ago in Korea. Starting about 6-12 months ago, we started to notice that the shelf spaces of TIPCO were getting bigger with better locations in major hypermarkets such as E-Mart and Homeplus. In addition, TIPCO juices…

Tipco Foods

Storechecks of TIPCO Juice in Seoul