A Visit to Daiso in Seoul - A Retail Giant Crushing the Competition
I recently visited Daiso near Seoul Station. Daiso is one of the few off-line stores that has been crushing the competition in Korea in the past...
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Primer: BGF retail (282330 KS) - Aug 2026
Market leader in the saturated but growing South Korean convenience store (CVS) sector, demonstrating resilience and profitability improvements...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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BGF Retail (282330 KS/Buy)Earnings provide a measure of relief
BGF Retail posted above-consensus 4Q25 results, with revenue of W2.29tr (+3% YoY) and operating profit of W64.2bn (+24% YoY).
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Top Bracket Dividend Tax Rate Lowered to 30% in Korea [Moderately Positive]
On 28 November, the Korean National Assembly reached an agreement on a tax reform plan to officially lower taxes on dividends income.
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