Korea Stubs: Nongshim Holdings at a Record Low, Another One Ripe for Reversion
Which stubs in Korea are currently in a substantial diversion?Two names stand out at this point: Orion and Nongshim.Orion Holdings, relative to...
291 Views
Soulbrain's Demerger & Distribution of Subsidiaries: The Loss Is Bigger Than The Gain
Last January, Soulbrain (036830 KS) announced to split the company into a holding company and an operating company. The shareholders' meeting for...
464 Views
Nongshim Stub Trade: Sub Moving Up on New Hit Product, Now at Near -2σ
Shin Ramyun non-frying noodle dramatically reversed Sub's fortune. Local street starts believing Sub will hit a ₩100bil OP milestone this year....
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Nongshim Holdings Stub Trade: Time for Holdco To Catch Up
Nongshim Co Ltd (004370 KS) is responsible for 70% of Nong Shim Holdings Co (072710 KS) NAV. Holdco is currently at a 54% discount to NAV. This...
619 Views
Sector Capsule: Naturally Healthy (NH) Beverages in South Korea
Naturally healthy (NH) beverages rose by 12% in 2017 to reach sales of KRW1,939 billion. Strong growth of NH bottled water created positive...
126 Views