Korea Stock Market Monthly Recap #47 (April 2020): Kim Jong-Un Dead?
Today (April 29th), South Korea's National Assembly Research Service (입법조사처) announced that Kim Yo-Jong could become the next successor after Kim...
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Innovative Foods = Portfolio Outperformance
We highlight 9 major new innovative products in the Korean F&B sector introduced in the past six months that are having significant impact on...
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Korean F&B: Focus on Companies With Strongest Export Growth
We provide 3 fundamental criteria for screening Korean F&B companies including 3-years CAGR revenue growth of 5% or more, higher net margin in...
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Binggrae: Split into Two Companies and A Cancellation of 10% of Outstanding Shares
Binggrae announced a company split. We are positive on Binggrae due to cheap valuations (1.6x EV/EBITDA in 2025), steady growth in sales and...
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Korean Food Goes Global
We prefer a basket approach to investing in Korean F&B stocks. A basket of top 10 F&B stocks in Korea has outperformed the market YTD and this...
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