I’m struck by how attractive some Korean small-caps stocks are, including the Korean soy saucer producer Sempio Foods that I wrote about yesterday (P/E 8x). I have a pipeline of Korean ideas that I plan to dig deeper into in the coming months. I wrote about Korean soy sauce producer
Congratulations for the blog, always very insightful. You mention you are looking at some South Korean names, and I thought you could take a look at NICE Holdings: a very strong set of businesses (credit bureaus, fundamentally), conservative balance sheet, very cheap valuation and reasonable (but not super) capital allocation policies.
Hi Michael,
Congratulations for the blog, always very insightful. You mention you are looking at some South Korean names, and I thought you could take a look at NICE Holdings: a very strong set of businesses (credit bureaus, fundamentally), conservative balance sheet, very cheap valuation and reasonable (but not super) capital allocation policies.
Best regards,