Primer: F&F (383220 KS) - Aug 2026
F&F is a brand licensing powerhouse, demonstrating remarkable success in translating iconic non-fashion brands like Major League Baseball...
94 Views
Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
1.2k Views
F&F: A Key Beneficiary of Explosive Popularity of Jung Hoo Lee (Grandson of the Wind) In the MLB
The surging popularity of Jung Hoo Lee could lead to higher demand for F&F's core products (MLB baseball caps and apparel products), which could...
499 Views
F&F - To Sell Its Stake in TaylorMade to Buy Canada Goose?
TaylorMade M&A nearing end with Old Tom Capital leading bid at 4.4 trillion won. F&F could sell stake for 1 trillion won cash inflow, potentially...
848 Views
F&F (383220 KS/Buy)TaylorMade Issue Approaching Resolution
For 4Q25, we expect F&F to post revenue of W569.7bn (+4% YoY) and operating profit of W137.1bn (+14% YoY), in line with the consensus.
257 Views