Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In this insight, we provide 3 major fundamental criteria for screening major Korean F&amp;B companies. </li>
<li>Three major criteria include 3 years CAGR revenue growth of 5% or more, increase in net margin in 2024, and overseas sales more than 10% of total sales.</li>
<li>Of the 30 Korean F&amp;B companies mentioned in this insight, only six companies meet these criteria including Samyang Foods, Orion Corp, Hitejinro, Lotte Wellfood, Daesang Corporation, and Pulmuone.</li>
</ul>


In this insight, we provide 3 major fundamental criteria for screening major Korean F&amp;B companies. 
Three major criteria include 3 years CAGR revenue growth of 5% or more, increase in net margin in 2024, and overseas sales more than 10% of total sales.
Of the 30 Korean F&amp;B companies mentioned in this insight, only six companies meet these criteria including Samyang Foods, Orion Corp, Hitejinro, Lotte Wellfood, Daesang Corporation, and Pulmuone.


Korean F&B: Focus on Companies With Strongest Export Growth

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

<ul>
<li>Sempio Foods (248170 KS) is Korea’s leading soy sauce producer.</li>
<li>With soaring soybean prices and the positive one-off effect from COVID-19 fading, Sempio is likely to experience a tough year in 2021.</li>
<li>Despite all this, I believe that the rewards greatly outweigh the risks. Sempio Foods enjoys a net cash position. The company is well-run, and the products are excellent.</li>
</ul>


Sempio Foods (248170 KS) is Korea’s leading soy sauce producer.
With soaring soybean prices and the positive one-off effect from COVID-19 fading, Sempio is likely to experience a tough year in 2021.
Despite all this, I believe that the rewards greatly outweigh the risks. Sempio Foods enjoys a net cash position. The company is well-run, and the products are excellent.


South Korea

Sempio Foods Company manufactures soy bean sauce, pepper, bean paste and other Korean  traditional sauces.  The Company also sells canned foods, cooking oils, and noodles.

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Sempio Foods Co (248170 KS)

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...

Douglas Kim

Deep-Dive 2021-23: Sempio Foods

Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. With soaring soybean prices and the positive one-off effect from COVID-19 fading,...

Asian Century Stocks

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