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

Woowa Brothers Corp IPO Preview (Part 1) - The Most Popular Food Delivery Service in Korea

Innovative Foods = Portfolio Outperformance (II)

Orion Corp - Valuation Analysis Post Company Split

Orion Corp - The Fat Pitch for Value Investors (Part I)

Data Analysis of Major Retail Companies in Korea

Higher Milk Demand in Korea, Lots of Lattes, & John Robbins of Baskin Robbins

Retail Malls: Rest in Peace? Not so Soon …

Thematic (Sector/Industry)

South korea Consumer staples / Thematic (Sector/Industry)

<p><strong>Overall, we have a positive view on the Korean F&amp;B sector.</strong> In this report, we have included various metrics including FCF yield, sales growth, operating profit growth, and changes to operating margins of major Korean F&amp;B companies.</p><p>For both short term and long term investors, we believe there are better investment opportunities in the Korean F&amp;B sector, rather than in retail. For Korean retail sector data analysis, see our report <a href="https://www.smartkarma.com/insights/data-analysis-of-major-retail-companies-in-korea" target="_blank" data-smartkarma-citation="insights:10783">Data Analysis of Major Retail Companies in Korea</a>.</p><div class="content-highlight"><p>Although Amazon…</p></div>

Overall, we have a positive view on the Korean F&amp;B sector. In this report, we have included various metrics including FCF yield, sales growth, operating profit growth, and changes to operating margins of major Korean F&amp;B companies.For both short term and long term investors, we believe there are better investment opportunities in the Korean F&amp;B sector, rather than in retail. For Korean retail sector data analysis, see our report Data Analysis of Major Retail Companies in Korea.Although Amazon…

韓国の主要食品・飲料企業のデータ分析