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Sempio Foods (248170 KS)
Sempio Foods (248170 KS) is Korea’s leading soy sauce producer. It has a 60% market share for soy sauce domestically and strength in a variety of related condiments such as bean pastes and chilli sauces. The company was initially established as the Samsi Soy Sauce Brewery in 1946. Founding
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Will China become socialist again?
Estimated reading time: 15 minutes
Thematic reports
Singapore residential property
Estimated reading time: 19 minutes
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11 Questions with "Hide not Slide"
Stock exchange specialist and author of the Substack "Front Month"
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Borrowing ideas from funds, part 2
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Deep-dives
Reader question: The Bank of Kyoto?
Estimated reading time: 16 minutes
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Borrowing ideas from funds, part 1
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Japan
Daiichi Kosho (7458 JP)
Daiichi Kosho (7458 JP) is Japan’s leading producer of karaoke equipment. As you may remember, I discussed Daiichi Kosho in this previous thematic, and I mentioned that I own the stock in a recent portfolio review. I also wrote a deep-dive on Daiichi Kosho’s competitor Koshidaka - a