Kyochon F&B IPO Preview - Korean Fried Chicken At Its Best
The fried chicken business is big in Korea. Kyochon F&B ("Kyochon Chicken") is the top fried chicken franchise in Korea and it is getting...
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Korea M&A Spotlight: Affinity Equity Partners Acquires Lock & Lock
It was reported on August 25th (after market close) that a Hong Kong based private equity firm Affinity Equity Partners will purchase a 63.56%...
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Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector
In this report, we revisit our basket of Amazon related shorts in the Korean retail sector. On July 7th, we recommended going negative on a basket...
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Innovative Foods = Portfolio Outperformance (II)
In this report, we highlight nine new, innovative products in the Korean F&B sector introduced in 2017 that are having significant impact on...
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Data Analysis of Major F&B Companies in Korea
Overall, we have a positive view on the Korean F&B sector. In this report, we have included various metrics including FCF yield, sales growth,...
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