Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>On 29 March, it was reported that Lee Seo-Hyun has been appointed as the President of Samsung C&amp;T (028260 KS), returning to the company after more than five years.</li>
<li>Lee Seo-Hyun is the third child of the late Samsung Chairman Lee Kun-Hee. She will be in charge of the overall strategic planning of Samsung C&amp;T.</li>
<li>Many investors will likely to question this move, since they may question her ability to make strategic decisions that are in the best interests of all the minority investors. </li>
</ul>


On 29 March, it was reported that Lee Seo-Hyun has been appointed as the President of Samsung C&amp;T (028260 KS), returning to the company after more than five years.
Lee Seo-Hyun is the third child of the late Samsung Chairman Lee Kun-Hee. She will be in charge of the overall strategic planning of Samsung C&amp;T.
Many investors will likely to question this move, since they may question her ability to make strategic decisions that are in the best interests of all the minority investors. 


Samsung C&T: Why Is Lee Seo-Hyun Returning as the President?

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.

Thematic (Sector/Industry)

<ul>
<li>Recent trends in the most viewed local brokerage research reports by Korean institutions, compiled by FnGuide, offer insights into current investor interests.</li>
<li>Notable resurgence in local institution interest in the semiconductor sector, especially with the temporal gap until May when the Value-up momentum materializes, notably evident in the AI semiconductor rally companies.</li>
<li>Local institutions typically follow stocks of their interest with a slight lag. This suggests potential positive flows in the listed semiconductor companies until the Value-up momentum solidifies in May.</li>
</ul>


Recent trends in the most viewed local brokerage research reports by Korean institutions, compiled by FnGuide, offer insights into current investor interests.
Notable resurgence in local institution interest in the semiconductor sector, especially with the temporal gap until May when the Value-up momentum materializes, notably evident in the AI semiconductor rally companies.
Local institutions typically follow stocks of their interest with a slight lag. This suggests potential positive flows in the listed semiconductor companies until the Value-up momentum solidifies in May.


Introducing a Data Source for Korean Local Institutions' Interests

<ul>
<li>Today, Lee Seo-hyun returned as the top executive at Samsung C&amp;T, which officially announced her as the head of its Strategic Planning Division.</li>
<li>Her return to Samsung C&amp;T might not just be a simple comeback – it could be seen as a setup for some big changes within the company.</li>
<li>Considering Samsung C&amp;T's Value-up Momentum, aligning with Lee Seo-hyun's return, we must position for potential price impact, focusing on portfolio streamlining.</li>
</ul>


Today, Lee Seo-hyun returned as the top executive at Samsung C&amp;T, which officially announced her as the head of its Strategic Planning Division.
Her return to Samsung C&amp;T might not just be a simple comeback – it could be seen as a setup for some big changes within the company.
Considering Samsung C&amp;T's Value-up Momentum, aligning with Lee Seo-hyun's return, we must position for potential price impact, focusing on portfolio streamlining.


Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate Dynamics

APAC IPOs & Placements, Aequitas Research

Ethan Aw

APAC IPOs & Placements

IPOs and Placements coverage across Asia Pacific

Aequitas Research

We cover all listing across the Asia Pacific along with follow-up placements. As of Dec 2020, our team had covered 539 IPOs with a hit rate of 73.5% and 685 placements with a hit rate of 66.8%.

We combine fundamental bottom-up views with our proprietary quantitative framework to provide a holistic coverage across new listings and placements. Our coverage includes pre-IPO notes before the deal is launched, follow-up analysis once the deal is live and post-listing trading analysis as well.

Equity Capital Markets

HD Hyundai Marine Solution  / Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/hd-hyundai-marine-solution-co" target="_blank" data-smartkarma-citation="entities:41002:1" rel="noopener">HD Hyundai Marine Solution (443060 KS)</a> is looking to raise up to US$555m in its Korean IPO.</li>
<li>HD Hyundai Marine Solution (HMS from hereon) is a ship aftermarket service provider that provides necessary services throughout a ship's life cycle after the delivery of a new ship. </li>
<li>In this note, we talk about the company’s historical performance.</li>
</ul>



HD Hyundai Marine Solution (443060 KS) is looking to raise up to US$555m in its Korean IPO.
HD Hyundai Marine Solution (HMS from hereon) is a ship aftermarket service provider that provides necessary services throughout a ship's life cycle after the delivery of a new ship. 
In this note, we talk about the company’s historical performance.


HD Hyundai Marine Solution IPO - Strong Profitability Growth but Lacking in Disclosures

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of KRX Stocks as of Mar 22nd which has an aggregated short interest worth USD7.6bn.</li>
<li>We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Samsung SDI, Rainbow Robotics, Jyp Entertainment.</li>
</ul>


We analyzed the changes in short interest of KRX Stocks as of Mar 22nd which has an aggregated short interest worth USD7.6bn.
We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Samsung SDI, Rainbow Robotics, Jyp Entertainment.


KRX Short Interest Weekly (Mar 22nd): Samsung SDI, Rainbow Robotics, Jyp Entertainment

South Korea

Samsung Electronics Co., Ltd. manufactures a wide range of consumer and industrial electronic equipment and products such as semiconductors, personal computers, peripherals, monitors, televisions, and home appliances including air conditioners and microwave ovens. The Company also produces Internet access network systems and telecommunications equipment including mobile phones.

Samsung Electronics Pref Shares (005935 KS)

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Samsung Electronics Pref Shares (005935 KS)

Samsung C&T: Why Is Lee Seo-Hyun Returning as the President?

On 29 March, it was reported that Lee Seo-Hyun has been appointed as the President of Samsung C&T (028260 KS), returning to the company after more...

Douglas Kim

Introducing a Data Source for Korean Local Institutions' Interests

This post introduces a data source that offers precise insights into the preferences of local institutions regarding stocks.

Sanghyun Park

Lee Seo-Hyun's Unexpected Return: Implications for Samsung's Conglomerate Dynamics

The sudden comeback of Lee Seo-hyun to the forefront of Samsung's management implies potential changes in the dynamics of separating Samsung's...

Sanghyun Park

HD Hyundai Marine Solution IPO - Strong Profitability Growth but Lacking in Disclosures

HD Hyundai Marine Solution (443060 KS) is looking to raise up to US$555m in its Korean IPO. In this note, we talk about the company’s historical...

Ethan Aw

KRX Short Interest Weekly (Mar 22nd): Samsung SDI, Rainbow Robotics, Jyp Entertainment

We analyzed KRX short interest report for the past week and highlighted short interest changes in Samsung SDI, Rainbow Robotics, Jyp Entertainment.

Ke Yan, CFA, FRM

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)