Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

The top 10 events impacting the Korean stock market, economy, &amp; politics in March were as follows:<ul>
<li>SEMICONDUCTOR SECTOR WARNINGS</li>
<li>KOREAN AIR &amp; ASIANA AIR CHAIRMEN ARE THROWN OUT/QUIT</li>
<li>HYUNDAI AUTOEVER IPO</li>
<li>KOREAN COMPANIES SHUTTING DOWN &amp; RESTRUCTURING OPERATIONS IN CHINA</li>
<li>NEXON M&amp;A</li>
<li>KOSPI 200 &amp; KOSDAQ 150 REBALANCING</li>
<li>CONSERVATIVES VS. LIBERALS POPULARITY IN KOREA</li>
<li>FINE DUST PROBLEM</li>
<li>CLOSING OUT THE HYOSUNG TNC/HYOSUNG CORP PAIR TRADE</li>
<li>BURNING SUN</li>
</ul><hr>The top three reports we wrote in March related to the Korean market were as follows (in terms of views &amp; appreciates): <ul>
<li><a href="https://www.smartkarma.com/insights/nexon-valuation-analysis" target="_blank" data-smartkarma-citation="insights:28306">Nexon Valuation Analysis</a></li>
<li><a href="https://www.smartkarma.com/insights/a-list-of-major-korean-companies-shutting-down-or-restructuring-their-operations-in-china" target="_blank" data-smartkarma-citation="insights:28745">A List of Major Korean Companies Shutting Down or Restructuring Their Operations in China</a></li>
<li><a href="https://www.smartkarma.com/insights/hyundai-autoever-ipo-valuation-analysis" target="_blank" data-smartkarma-citation="insights:28398">Hyundai Autoever IPO Valuation Analysis</a></li>
</ul>Our model portfolio was up 0.3% in March (cash is 35% of model portfolio), outperforming KOSPI which was down 2.5% in March. Our model portfolio is equal-weighted at the beginning of each month. The top performing stocks in our model portfolio in March included <a href="https://www.smartkarma.com/entities/15983" target="_blank" data-smartkarma-citation="entities:15983:1">F&amp;F Co Ltd (007700 KS)</a>, <a href="https://www.smartkarma.com/entities/14122" target="_blank" data-smartkarma-citation="entities:14122:1">Nongshim Co Ltd (004370 KS)</a>, and <a href="https://www.smartkarma.com/entities/5169" target="_blank" data-smartkarma-citation="entities:5169:1">NCsoft Corp (036570 KS)</a>.

The top 10 events impacting the Korean stock market, economy, &amp; politics in March were as follows:
SEMICONDUCTOR SECTOR WARNINGS
KOREAN AIR &amp; ASIANA AIR CHAIRMEN ARE THROWN OUT/QUIT
HYUNDAI AUTOEVER IPO
KOREAN COMPANIES SHUTTING DOWN &amp; RESTRUCTURING OPERATIONS IN CHINA
NEXON M&amp;A
KOSPI 200 &amp; KOSDAQ 150 REBALANCING
CONSERVATIVES VS. LIBERALS POPULARITY IN KOREA
FINE DUST PROBLEM
CLOSING OUT THE HYOSUNG TNC/HYOSUNG CORP PAIR TRADE
BURNING SUN
The top three reports we wrote in March related to the Korean market were as follows (in terms of views &amp; appreciates): 
Nexon Valuation Analysis
A List of Major Korean Companies Shutting Down or Restructuring Their Operations in China
Hyundai Autoever IPO Valuation Analysis
Our model portfolio was up 0.3% in March (cash is 35% of model portfolio), outperforming KOSPI which was down 2.5% in March. Our model portfolio is equal-weighted at the beginning of each month. The top performing stocks in our model portfolio in March included F&amp;F Co Ltd (007700 KS), Nongshim Co Ltd (004370 KS), and NCsoft Corp (036570 KS). 

Korea Stock Market Monthly Recap #34 (March 2019)

South Korea

KC Cottrell Co., Ltd. develops, manufactures, and markets industrial pollution control equipment aimed at reducing dust and gas emitted from industrial flues. The Company's products include flue gas treatment systems, dust collectors, ash handling systems, and incineration systems.

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Kc Cottrell (119650 KS)

Korea Stock Market Monthly Recap #34 (March 2019)

The top 10 events impacting the Korean stock market, economy, & politics in March were as follows: SEMICONDUCTOR SECTOR WARNINGS KOREAN AIR...

Douglas Kim

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