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

Megastudy Education: A Major Shareholder Return Policy in 2024-2026

I-Scream Edu Corp IPO Preview (Top Online Educational Program for Korean Elementary Students)

CMS EDU: A Major Beneficiary of the Surging Demand for Coding Education in Korea

South Korea's Plummeting Population Growth - Long Term Structural Impact on Korean Banks

Equity Bottom-Up

<ul>
<li>The Korean Department of Education announced on 5 January that Korea will start to adopt customized digital school textbooks starting 2025.</li>
<li>These 11 Korean stocks that are well positioned to capitalize on the digital textbooks are up on average 5.3% YTD, strongly outperforming KOSPI which is up 2.4% YTD.</li>
<li>Japan is implementing the adoption of digital textbooks in elementary, junior, and high schools starting in 2024, ahead of Korea.</li>
</ul>


The Korean Department of Education announced on 5 January that Korea will start to adopt customized digital school textbooks starting 2025.
These 11 Korean stocks that are well positioned to capitalize on the digital textbooks are up on average 5.3% YTD, strongly outperforming KOSPI which is up 2.4% YTD.
Japan is implementing the adoption of digital textbooks in elementary, junior, and high schools starting in 2024, ahead of Korea.


Adoption of Digital Textbooks (Korea in 2025 & Japan in 2024)

Megastudyedu Co, Ltd.

Adoption of Digital Textbooks (Korea in 2025 & Japan in 2024)