Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Equity Bottom-Up

<ul>
<li>Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. </li>
<li>Konan Technology's share price is up more than 4x this year. We would not chase the stock at current levels. We provide a framework of valuing Konan Technology. </li>
<li>Four large Korean companies that could be long-term winners in AI space in Korea include Naver, Kakao Corp, SK Telecom, and KT Corp. SK Telecom owns 20.8% of Konan Technology. </li>
</ul>


Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. 
Konan Technology's share price is up more than 4x this year. We would not chase the stock at current levels. We provide a framework of valuing Konan Technology. 
Four large Korean companies that could be long-term winners in AI space in Korea include Naver, Kakao Corp, SK Telecom, and KT Corp. SK Telecom owns 20.8% of Konan Technology. 


Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI

Private Capital Markets

<ul>
<li>ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.</li>
<li>This insight on ChatGPT has three parts: First, I discuss the basics of ChatGPT and valuations. Second, I provide 13 examples of questions or requests that I made to ChatGPT.</li>
<li>Third, I discuss some key investment opportunities that could capitalize on all the "buzz" surrounding ChatGPT at this moment. </li>
</ul>


ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.
This insight on ChatGPT has three parts: First, I discuss the basics of ChatGPT and valuations. Second, I provide 13 examples of questions or requests that I made to ChatGPT.
Third, I discuss some key investment opportunities that could capitalize on all the "buzz" surrounding ChatGPT at this moment. 


ChatGPT: A Mind Boggling Advancement in AI-Human Communication

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Event-Driven

<ul>
<li>KT's foreign room has been rising since early September last year. If this trend continues, it will likely approach the inclusion borderline of 15% within a month or two.</li>
<li>This trend is expected to continue for the time being as the tough relationship between the KT CEO and the government seems unlikely to be resolved in the short term.</li>
<li>The February inclusion is pretty tight, but May seems like we could be looking out for it.</li>
</ul>


KT's foreign room has been rising since early September last year. If this trend continues, it will likely approach the inclusion borderline of 15% within a month or two.
This trend is expected to continue for the time being as the tough relationship between the KT CEO and the government seems unlikely to be resolved in the short term.
The February inclusion is pretty tight, but May seems like we could be looking out for it.


Foreign Ownership Limit Stocks in Korea: KT Is Again in the Limelight

<ul>
<li>More than 20 trillion won (US$16 billion) worth of deals are up for M&amp;As in 2023.</li>
<li>However, due to high interest rates and differences on valuations among buyers and sellers, the M&amp;A market in Korea is likely to continue to be weak in 2023.</li>
<li>In this insight, we discuss 24 companies that are up for M&amp;As this year in Korea, including Hanon Systems, SK Shieldus, and K Car.</li>
</ul>


More than 20 trillion won (US$16 billion) worth of deals are up for M&amp;As in 2023.
However, due to high interest rates and differences on valuations among buyers and sellers, the M&amp;A market in Korea is likely to continue to be weak in 2023.
In this insight, we discuss 24 companies that are up for M&amp;As this year in Korea, including Hanon Systems, SK Shieldus, and K Car.


Korea M&A Outlook in 2023: What's for Sale?

<ul>
<li>
 Kakao managed to stay out of the relegation zone. Instead, Kia was pushed to the borderline. But POSCO failed to up its float rate, so Kia stayed in.</li>
<li>Besides that, LG Energy Solution and Celltrion made it to the index, replacing KB Financial and Shinhan Financial.</li>
<li>These passive flows appears to be of sufficient magnitude to cause a substantial price impact on T-1 Effectiveness. But it should also be approached with a fairly short window.</li>
</ul>



 Kakao managed to stay out of the relegation zone. Instead, Kia was pushed to the borderline. But POSCO failed to up its float rate, so Kia stayed in.
Besides that, LG Energy Solution and Celltrion made it to the index, replacing KB Financial and Shinhan Financial.
These passive flows appears to be of sufficient magnitude to cause a substantial price impact on T-1 Effectiveness. But it should also be approached with a fairly short window.


TIGER Top 10 Rebalancing: Four Names to Trade on T-1 Effective

South Korea

KT Corporation provides telecommunication services including local, long distance, and international calling, satellite communication, data transmission, and wireless telephone services in South Korea.  The Company also offers network portal and high-speed Internet access services using asymmetric digital subscriber lines (ADSLs).

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KT Corp (030200 KS)

ChatGPT: A Mind Boggling Advancement in AI-Human Communication

ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.

Douglas Kim

Foreign Ownership Limit Stocks in Korea: KT Is Again in the Limelight

This post examines Korea's foreign ownership-restricted stocks and discusses potential momentum trading opportunities for KT.

Sanghyun Park

Korea M&A Outlook in 2023: What's for Sale?

In this insight, we discuss 24 companies that are up for M&As this year in Korea, including Hanon Systems, SK Shieldus, and K Car.

Douglas Kim

TIGER Top 10 Rebalancing: Four Names to Trade on T-1 Effective

This post screens four names to trade at the TIGER Top 10 ETF rebalancing in December based on FnGuide's latest float rates, and discusses trading...

Sanghyun Park

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI

Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...

Douglas Kim

ChatGPT: A Mind Boggling Advancement in AI-Human Communication

ChatGPT is a mind boggling advancement in AI-human communication. I recommend EVERY reader of this insight to try out this service.

Douglas Kim

Foreign Ownership Limit Stocks in Korea: KT Is Again in the Limelight

This post examines Korea's foreign ownership-restricted stocks and discusses potential momentum trading opportunities for KT.

Sanghyun Park

Korea M&A Outlook in 2023: What's for Sale?

In this insight, we discuss 24 companies that are up for M&As this year in Korea, including Hanon Systems, SK Shieldus, and K Car.

Douglas Kim

TIGER Top 10 Rebalancing: Four Names to Trade on T-1 Effective

This post screens four names to trade at the TIGER Top 10 ETF rebalancing in December based on FnGuide's latest float rates, and discusses trading...

Sanghyun Park