Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Quantitative Analysis

<ul>
<li>An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top 100 stocks in the MSCI GEM Index.</li>
<li>The model is based on 1) a quantitative multifactor screening model, enhanced by two AI Technology-based approaches; 2) a Deep Neural Network model, and 3) a Recurrent Neural Network model.</li>
<li>Developed over roughly 4 years and implemented in its current state for nearly 3 years, the model has a solid real-world alpha-generating performance track record, discussed in detail below.</li>
</ul>


An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top 100 stocks in the MSCI GEM Index.
The model is based on 1) a quantitative multifactor screening model, enhanced by two AI Technology-based approaches; 2) a Deep Neural Network model, and 3) a Recurrent Neural Network model.
Developed over roughly 4 years and implemented in its current state for nearly 3 years, the model has a solid real-world alpha-generating performance track record, discussed in detail below.


Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Private Capital Markets

<ul>
<li>LG CNS provides various IT consulting services in the key digital growth areas including cloud, artificial intelligence (AI), big data, smart factory, and smart logistics.</li>
<li>LG CNS's core strength in the AI sector is to capitalize on all the major AI based technologies and providing consulting services to business customers to improve their operations. </li>
<li>LG Corp (003550 KS) owns 49.95% stake in LG CNS, which is expected to complete its IPO sometime in 2023/2024.</li>
</ul>


LG CNS provides various IT consulting services in the key digital growth areas including cloud, artificial intelligence (AI), big data, smart factory, and smart logistics.
LG CNS's core strength in the AI sector is to capitalize on all the major AI based technologies and providing consulting services to business customers to improve their operations. 
LG Corp (003550 KS) owns 49.95% stake in LG CNS, which is expected to complete its IPO sometime in 2023/2024.


LG CNS: Aggressive Expansion of AI Capabilities in B2B IT Consulting Services

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>Medium-Term, <a href="https://www.smartkarma.com/entities/japan-post-bank-co-ltd" target="_blank" data-smartkarma-citation="entities:838:1" rel="noopener">Japan Post Bank (7182 JP)</a> is not in great shape fundamentally compared to others We still know nothing about TOPIX. And we may just not hear. </li>
<li>
<a href="https://www.smartkarma.com/entities/kakao-corp" target="_blank" data-smartkarma-citation="entities:15002:1" rel="noopener">Kakao Corp (035720 KS)</a> to take control of <a href="https://www.smartkarma.com/entities/s-m-entertainment-co" target="_blank" data-smartkarma-citation="entities:3500:1" rel="noopener">S.M.Entertainment Co (041510 KS)</a> after <a href="https://www.smartkarma.com/entities/hybe-co-ltd" target="_blank" data-smartkarma-citation="entities:28959:1" rel="noopener">HYBE (352820 KS)</a> throws in the towel.</li>
<li>The world is quite volatile now, and funding is probably more precious today than yesterday. But a bid for <a href="https://www.smartkarma.com/entities/toshiba-corp" target="_blank" data-smartkarma-citation="entities:637:1" rel="noopener">Toshiba Corp (6502 JP)</a> is too. </li>
</ul>


Medium-Term, Japan Post Bank (7182 JP) is not in great shape fundamentally compared to others We still know nothing about TOPIX. And we may just not hear. 

Kakao Corp (035720 KS) to take control of S.M.Entertainment Co (041510 KS) after HYBE (352820 KS) throws in the towel.
The world is quite volatile now, and funding is probably more precious today than yesterday. But a bid for Toshiba Corp (6502 JP) is too. 


Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link REIT

<ul>
<li>In this insight, we discuss an increasing probability of the cancellation of LG Corp preferred shares.</li>
<li>We provide five major reasons as to why LG Corp should cancel its entire preferred shares and how this could have a positive impact on LG Corp's share price. </li>
<li>We believe a 5-10% buyback and cancellation of LG Corp's preferred shares in the next 1-2 years is a higher probability.</li>
</ul>


In this insight, we discuss an increasing probability of the cancellation of LG Corp preferred shares.
We provide five major reasons as to why LG Corp should cancel its entire preferred shares and how this could have a positive impact on LG Corp's share price. 
We believe a 5-10% buyback and cancellation of LG Corp's preferred shares in the next 1-2 years is a higher probability.


An Increasing Probability of LG Corp Preferred Shares Cancellation

<ul>
<li>There is a major family feud on LG Group. Koo Kwang-Mo (Chairman of LG Group)'s mum and sisters are suing Chairman Koo to demand more money. </li>
<li>We believe that this family feud among the members of the LG Group regarding the inheritance recovery is likely to heighten the importance of the controlling stake in LG Corp.</li>
<li>Similar to what has happened with Osstem Implant, it is very possible that mum and sisters are discussing various strategies with some of the biggest private equity dragons in Asia/globally. </li>
</ul>


There is a major family feud on LG Group. Koo Kwang-Mo (Chairman of LG Group)'s mum and sisters are suing Chairman Koo to demand more money. 
We believe that this family feud among the members of the LG Group regarding the inheritance recovery is likely to heighten the importance of the controlling stake in LG Corp.
Similar to what has happened with Osstem Implant, it is very possible that mum and sisters are discussing various strategies with some of the biggest private equity dragons in Asia/globally. 


LG Corp: A Family Feud! (Mother & Sisters Sue Their Chairman Son) Enter the Private Equity Dragons?

South Korea

LG Corp. is a holding company, which operates subsidiaries including LG Electronics, LG Household & Health Care, LG Chem Ltd., and Dacom Corp. The Company's main business areas are electronics, chemicals, and household products manufacturing and telecommunications services.

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LG Corp (003550 KS)

Screening for GEMs: April 2023

This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...

Wium Malan, CFA

LG CNS: Aggressive Expansion of AI Capabilities in B2B IT Consulting Services

LG CNS's core strength in the AI sector is to capitalize on all the major AI based technologies and providing consulting services to business...

Douglas Kim

Last Week in Event SPACE: Japan Post Bank, S.M Entertainment, Toshiba, Link REIT

The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...

David Blennerhassett

An Increasing Probability of LG Corp Preferred Shares Cancellation

We provide five major reasons as to why LG Corp should cancel its entire preferred shares and how this could have a positive impact on LG Corp's...

Douglas Kim

LG Corp: A Family Feud! (Mother & Sisters Sue Their Chairman Son) Enter the Private Equity Dragons?

There is a major family feud on LG Group. Koo Kwang-Mo (Chairman of LG Group)'s mum and sisters are suing Chairman Koo to demand more money. This...

Douglas Kim

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