South Korea

Something is rotten in the state of Korea

But the drama is more or less over. Estimated reading time: 17 minutes

Samyang Foods (003230 KS)

The "hottest" Korean instant noodles maker at 14x run-rate P/E

Value... Up?

Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes

Deep-dive 2023-2

Niche Korean software developer

LG Household & Health late-2022 update (051905 KS)

Health & beauty benefitting from a HK-China border reopening but weaker post-COVID grocery profits. Estimated reading time: 15 minutes

Korean preference shares

Non-voting common shares trading at large discounts, estimated reading time: 13 mins

Deep-dive 2022-4: LG Household & Healthcare preference share

Turnaround king "Suk Cha" well placed to deal with short-term COVID problems

Deep-dive 2021-25: Hanssem

Hanssem (009240 KS) is Korea’s leading furniture company, selling home furniture and home remodelling services to consumers and interior

Deep-dive 2021-23: Sempio Foods