Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Hanmi Science Merger: Proxy Battle-Triggered Momentum Trading

Korea Biotech & Healthcare: A Pair Trade Between Hanmi Science and Hanmi Pharm

A Pair Trade Between Hanmi Science and Hanmi Pharm

Hanmi Pharmaceutical: This Korean Pharma Giant's Stock Could Rebound More than 50%.

Outperforming Value Stocks With Contrarian Qualities in KOSPI200

Potential Additions & Deletions in MSCI Korea Rebalance in May 2022

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>There is an interesting situation brewing at the Hanmi Pharm Group, which is one of the largest pharmaceutical companies in Korea.</li>
<li>On 16 March, it was reported that Hanmi Pharm decided not to raise the agenda for re-appointment of CEO Lim Jong Yoon as an inside director at the Hanmi Science.</li>
<li>In terms of trading, there appears to be more upside in Hanmi Science (008930 KS) as compared to Hanmi Pharm (128940 KS) in the next several months.</li>
</ul>


There is an interesting situation brewing at the Hanmi Pharm Group, which is one of the largest pharmaceutical companies in Korea.
On 16 March, it was reported that Hanmi Pharm decided not to raise the agenda for re-appointment of CEO Lim Jong Yoon as an inside director at the Hanmi Science.
In terms of trading, there appears to be more upside in Hanmi Science (008930 KS) as compared to Hanmi Pharm (128940 KS) in the next several months.


A Long-Term M&A Battle Brewing Among the 3 Heirs of Hanmi Pharm Group?