Consumer Staples: EM Managers Positioned at All-Time Lows
Consumer Staples allocations have fallen to their lowest levels in over a decade. A 5-year decline in Consumer Staples exposure was compounded by...
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Korea Pair Trades: High Risk/Reward Names with Short Sell Screen
With the resumption of short selling in Korea, we highlight correlated pairs from the same GICS sub-industry that are near reversion points and...
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Closing the Gap: Korean Holdcos Vs. Opcos
In this insight, we highlight the closing of the pricing gaps between the major Korean holdcos and opcos, especially with the upcoming end of the...
498 Views
Dali Foods: Low-Price Copycat With A Persistent High-Return Character But A Too Narrow Moat
We appreciate the differentiated strategy and the persistently high return on capital, but the moat appears too narrow for this rapidly-evolving...
409 Views
Positive Impact of Increasing Global Online Grocery: CJ Cheiljedang (097950 KS)
Korean F&B companies such as CJCJ may repeat the success stories of Korean cosmetic companies in overseas markets backed by increasing online...
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