South Korea
Hallyu Everywhere
K-pop and K-drama are driving demand for Korean products overseas
South Korea's Value-Up Reforms
South Korea as the next frontier for corporate governance reforms
Something is rotten in the state of Korea
But the drama is more or less over. Estimated reading time: 17 minutes
Value... Up?
Korean jealousy expressed in minor reforms. Estimated reading time: 21 minutes
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
LG Household & Healthcare pref (051905 KS)
Turnaround king "Suk Cha" well placed to deal with short-term COVID problems
Hanssem (009240 KS)
Hanssem (009240 KS) is Korea’s leading furniture company, selling home furniture and home remodelling services to consumers and interior packages to construction companies. The company’s brand name is excellent. It has dominated the kitchen category for many years. Vertical integration enables it to maintain strong quality control, and
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