Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

The two biggest stories in the Korean economy and stock market in the past several weeks have been the thawing of the relationship between the North and South Korea (which is linked to the improving relationship between China and South Korea) coupled with the restructuring of the Hyundai Motor Group. Today, many major media outlets explained a more concrete plan of how South Korea plans to play a key role in the economic development of North Korea called the "H-Economic Belt" of the two Koreas. …

The two biggest stories in the Korean economy and stock market in the past several weeks have been the thawing of the relationship between the North and South Korea (which is linked to the improving relationship between China and South Korea) coupled with the restructuring of the Hyundai Motor Group. Today, many major media outlets explained a more concrete plan of how South Korea plans to play a key role in the economic development of North Korea called the "H-Economic Belt" of the two Koreas. …

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

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Event-Driven

Interesting news came out for <a href="https://www.smartkarma.com/entities/991" target="_blank" data-smartkarma-citation="entities:991:1">Celltrion Inc (068270 KS)</a>. Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000 retail investors are demanding a KOSPI move and asking Celltrion to hold an EGM for this. Celltrion is saying that it will review the demand.<div class="content-highlight">Here is the news article about this (source: Chosun Biz)<a href="http://biz.chosun.com/site/data/html_dir/2017/08/08/2017080801568.html" target="_blank">http://biz.chosun.com/site/data/html_dir/2017/08/08/2017080801568.html</a></div>Celltrion's retail investors are saying that the company has suffered greatly from short trading in the past several years. They are saying KOSPI move will reduce short trading volume on Celltrion as more passive money will come to it, thereby improving its valuation.

Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000 retail investors are demanding a KOSPI move and asking Celltrion to hold an EGM for this. Celltrion is saying that it will review the demand.Here is the news article about this (source: Chosun Biz)http://biz.chosun.com/site/data/html_dir/2017/08/08/2017080801568.htmlCelltrion's retail investors are saying that the company has suffered greatly from short trading in the past several years. They are saying KOSPI move will reduce short trading volume on Celltrion as more passive money will come to it, thereby improving its valuation.

NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move

In this report, we provide some of the main highlights of the recently published book called Moonjaeinnomics (authors work in Maeil Economy Daily, a leading business newspaper in Korea) as well as our thoughts. In the first few months of the new Presidency, there will be many policies that will be announced and this book provides many solid summaries of Moon Jaein's economic and social initiatives.We highlight the following 10 issues:<ol><li>Household Debt</li><li>Taxes</li><li>Efforts to Help Small &amp; Medium Businesses</li><li>Efforts to Improve Infant/Children Care, Improve Population Growth</li><li>Lower Telecom Rates</li><li>Infrastructure Expansion of Express Subway Trains </li><li>Change in the Energy Infrastructure</li><li>Jobs Creation &amp; Higher Minimum Wage</li><li>Aggressive Expansion in 4th Industrial Revolution Industries</li><li>Chaebol Reforms</li></ol>

In this report, we provide some of the main highlights of the recently published book called Moonjaeinnomics (authors work in Maeil Economy Daily, a leading business newspaper in Korea) as well as our thoughts. In the first few months of the new Presidency, there will be many policies that will be announced and this book provides many solid summaries of Moon Jaein's economic and social initiatives.We highlight the following 10 issues:Household DebtTaxesEfforts to Help Small &amp; Medium BusinessesEfforts to Improve Infant/Children Care, Improve Population GrowthLower Telecom RatesInfrastructure Expansion of Express Subway Trains Change in the Energy InfrastructureJobs Creation &amp; Higher Minimum WageAggressive Expansion in 4th Industrial Revolution IndustriesChaebol Reforms

MOONJAEINNOMICS: This Book's Top 10 Highlights & My Thoughts

We attended the 2016 IoT Exhibition &amp; International Conference (Seoul) yesterday, which is the largest one for the IoT sector in Korea. We wanted to kick some tires and see in person some of the interesting developments in the IoT sector. Internet of Things will likely be one of the key investment themes over the next decade. Korea is well positioned to capitalize on this trend, driven by its high penetration of smartphones and broadband as well as its leadership on high-tech products and…

We attended the 2016 IoT Exhibition &amp; International Conference (Seoul) yesterday, which is the largest one for the IoT sector in Korea. We wanted to kick some tires and see in person some of the interesting developments in the IoT sector. Internet of Things will likely be one of the key investment themes over the next decade. Korea is well positioned to capitalize on this trend, driven by its high penetration of smartphones and broadband as well as its leadership on high-tech products and…

Internet of Things Will Change the World (Part 7) - 2016 IoT Exhibition & Conference in Seoul

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

<blockquote>
“Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a structural one. We need rehab.”
―Nassim Nicholas Taleb, Ten principles for a Black Swan-proof world (2009)
</blockquote>This morning, Hanjin Shipping Co. said it will apply for court receivership after lenders decided to halt all support. We have been highlighting these risks from 2013 and in our last update on troubled container shipping company, we had highlighted the…


“Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a structural one. We need rehab.”
―Nassim Nicholas Taleb, Ten principles for a Black Swan-proof world (2009)
This morning, Hanjin Shipping Co. said it will apply for court receivership after lenders decided to halt all support. We have been highlighting these risks from 2013 and in our last update on troubled container shipping company, we had highlighted the…

Hanjin Shipping(117930 KS) - Borrowed Time Comes to an End

South Korea

Hyundai Rotem Company Ltd. manufactures railroad equipment and defense vehicles. The Company produces high-speed trains, light rail vehicles, locomotives, and passenger coaches, main battle tanks, armored recovery vehicles, and related defense equipment. Hyundai Rotem operates worldwide.

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Hyundai Rotem Company (064350 KS)

The "H-Economic Belt" Of the Two Koreas

The two biggest stories in the Korean economy and stock market in the past several weeks have been the thawing of the relationship between the...

Douglas Kim

NPS' Passive Investing May Come to an End - Impact on Celltrion's KOSPI Move

Interesting news came out for Celltrion Inc (068270 KS). Celltrion's retail investors are now demanding a KOSPI move from KOSDAQ. Nearly 10,000...

Sanghyun Park

MOONJAEINNOMICS: This Book's Top 10 Highlights & My Thoughts

In this report, we provide some of the main highlights of the recently published book called Moonjaeinnomics (authors work in Maeil Economy Daily,...

Douglas Kim

Internet of Things Will Change the World (Part 7) - 2016 IoT Exhibition & Conference in Seoul

We attended the 2016 IoT Exhibition & International Conference (Seoul) yesterday, which is the largest one for the IoT sector in Korea. We...

Douglas Kim

Hanjin Shipping(117930 KS) - Borrowed Time Comes to an End

“Using leverage to cure the problems of too much leverage is not homeopathy, it is denial. The debt crisis is not a temporary problem, it is a...

Drewry Maritime Financial Research

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