SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
602 Views
Higher Milk Demand in Korea, Lots of Lattes, & John Robbins of Baskin Robbins
According to the Korea Dairy Association, milk demand (volume) rose to 1.38m tons in 2016, up 2.8% YoY. This was the first time that milk demand...
648 Views
Visit to Din Tai Fung in Gangnam
There once was a time (before Starbucks, McDonald's, and Dominos) when only a few people really thought coffee, hamburgers, and pizza franchises...
517 Views
Orion Corp - The Fat Pitch for Value Investors (Part II)
Orion Corp has been one of the consistent leaders in new product innovations of snack foods in Korea. In 2H16, it introduced Matcha green tea...
554 Views
Korea M&A Spotlight: McDonald's Korea Acquisition - Maeil & Carlyle Consortium Becomes Sole Bidder
In the race to acquire McDonald's Korea, it was announced yesterday that the Maeil Dairy Industry (005990 KS) and The Carlyle Group consortium has...
432 Views