Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

This year appears to be an exciting year for IPOs in Korea, barring a dramatic downturn in global equities markets like the one we experienced in 2008. In this report, we highlight some of the major IPOs that are in the pipeline for 2016. Recapping 2015, there were 128 companies in Korea that completed IPOs (including 19 new listings in KOSPI and 109 new listings in KOSDAQ markets). The IPO market in Korea is off to a solid start. JS Corporation (194370KS), a leading ODM (original design…

This year appears to be an exciting year for IPOs in Korea, barring a dramatic downturn in global equities markets like the one we experienced in 2008. In this report, we highlight some of the major IPOs that are in the pipeline for 2016. Recapping 2015, there were 128 companies in Korea that completed IPOs (including 19 new listings in KOSPI and 109 new listings in KOSDAQ markets). The IPO market in Korea is off to a solid start. JS Corporation (194370KS), a leading ODM (original design…

Equity Bottom-Up

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<li>There are increasing signs that the major tourism related stocks (inbound to Korea) such as Hotel Shilla, GKL, and Paradise are bottoming out driven by the strong growth of inbound Chinese visitors to Korea coupled with Korean government's promotional efforts to make 2016 the "Year of Visit to Korea."</li>
<li>The biggest driver of this positive change is the recent surge in Chinese visitors to Korea trend. Chinese visitors to Korea surged nearly 40% YoY to reach 0.55 million in January 2016. Bolstered by…</li>
</ul>


There are increasing signs that the major tourism related stocks (inbound to Korea) such as Hotel Shilla, GKL, and Paradise are bottoming out driven by the strong growth of inbound Chinese visitors to Korea coupled with Korean government's promotional efforts to make 2016 the "Year of Visit to Korea."
The biggest driver of this positive change is the recent surge in Chinese visitors to Korea trend. Chinese visitors to Korea surged nearly 40% YoY to reach 0.55 million in January 2016. Bolstered by…


Are Korean Tourism Stocks (Inbound) Bottoming?

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

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the first place. Despite CJ’s denial, it seems to be true that CJ management made some actions for possible sale of CJ O Shopping. Yes, whether CJ is really serious about selling CJ O Shopping remains uncertain at this moment. But what seems certain is that CJ management and Chairman Lee Jay-hyun appear to be quite determined to concentrate their resources…

South Korea

Grand Korea Leisure Co., Ltd. operates casino business.

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Grand Korea Leisure (114090 KS)

2016 Major IPOs Pipeline in Korea

This year appears to be an exciting year for IPOs in Korea, barring a dramatic downturn in global equities markets like the one we experienced in...

Douglas Kim

Are Korean Tourism Stocks (Inbound) Bottoming?

There are increasing signs that the major tourism related stocks (inbound to Korea) such as Hotel Shilla, GKL, and Paradise are bottoming out...

Douglas Kim

CJ O Shopping (035760) For Sale? Why?

For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...

Sanghyun Park

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