What smart money is saying about BGF Retail
282330.KS
No fund has written a full thesis on BGF Retail in our archive, but 1 fund letter reports a position in it, most recently Antipodes Emerging Markets Fund in September 2026.
Get an email when a fund buys, sells or pitches it
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in BGF Retail on record in the archive was reported in Q3 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- September 2026
“• HD Hyundai Marine Solution, BGF Retail and NICE Information Service (+21%, +28% and +32% respectively). Our Korean holdings outside the memory complex were among the Fund's best performers and show the value of looking beyond the index heavyweights. HD Hyundai Marine Solution, which provides parts, services and upgrades to the global fleet built by its sister shipyards, reported record revenue (+24% year-on- year) and record operating profit, driven by ship parts and services, eco-friendly retrofits and digital solutions. Monthly parts shipments reached an all-time high as a strong newbuild market steadily expands the fleet it services. BGF Retail, operator of the CU convenience store chain, beat expectations with second-quarter operating profit up 22% despite a nationwide logistics strike, helped by an early summer, rising tourist numbers and a shift in its sales mix away from tobacco towards higher-margin food.”
BGF Retail
Read the letters behind these BGF Retail positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger