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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Operating Profit Up 120% YoY in 1Q16 Bolstered by Its Coffee Business
Maeil Dairy Industry reported a mixed results in 1Q16. It reported sales of 393.2 billion won (up 6.1% YoY and 0.8% higher than consensus) in 1Q16....
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Strong Korean Milk Sales in China & Companies in Korea Benefiting from China's 2 Children Policy
We continue to like Maeil Dairy Industry and its growing exports of baby powder and white milk to China. (See Biggest Beneficiary in Korea from...
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Coupang: Taking Amazon's Market Share at All Cost Strategy (Coupang's 2015 Financials Are Out)
Coupang's 2015 financials came out today. This is perhaps the most awaited financials among private companies in Korea. As one of the largest...
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Coupang: Fastest Growing E-Commerce Company in the World
Coupang is perhaps the fastest growing E-commerce company in the world. We highlight five special sauces of what makes Coupang great. Ultra...
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