Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

F&F Co: Oversold on Discovery Concerns & Time to Buy

F&F: Time to Take Profits - Up 95% This Year Driven by MLB Baseball Hats Potential in China

Aug-Sep Numbers Show Tourist Spending in Korea Slowed | Confirms Chinese 代购 ('daigou') Crackdown?

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>F&amp;F is one of the key beneficiaries of the exploding popularity of Jung Hoo Lee in the MLB (Major League Baseball) in the United States.</li>
<li>The surging popularity of Jung Hoo Lee could lead to higher demand for F&amp;F's core products (MLB baseball caps and apparel products), which could lead to higher sales and profits.</li>
<li>F&amp;F recently provided new shareholder return plans including providing at least 25% of net profit as dividends/buybacks/cancellations (including buyback at least 60 billion won from 2025 to 2027).</li>
</ul>


F&amp;F is one of the key beneficiaries of the exploding popularity of Jung Hoo Lee in the MLB (Major League Baseball) in the United States.
The surging popularity of Jung Hoo Lee could lead to higher demand for F&amp;F's core products (MLB baseball caps and apparel products), which could lead to higher sales and profits.
F&amp;F recently provided new shareholder return plans including providing at least 25% of net profit as dividends/buybacks/cancellations (including buyback at least 60 billion won from 2025 to 2027).


F&F: A Key Beneficiary of Explosive Popularity of Jung Hoo Lee (Grandson of the Wind) In the MLB