Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Korea Dividend Stocks: +4% Yearend Yield & +50% YoY Growth with +₩10B ADTV

Potential Yearend Short-Covering Stocks in Korea

Pair Trade Setups of Korean Holdcos & Opcos

A Pair Trade Idea: Orion Holdings & Orion Corp

Zinus IPO Preview (Part 1) - An Amazing Comeback Story (#1 Mattress Brand on Amazon)

Cross Asset Strategy

<p>In this insight, we provide a comprehensive list of 24 stocks in Korea that provided <strong>differentiated dividends</strong> to its shareholders in 2020. These 24 stocks on average have been big alpha generators this year and they are up on average 32.4% YTD, outperforming KOSPI and KOSDAQ that are up 9.2% and 4.6%, respectively YTD. The average dividend yields of these 24 stocks are 2.3%.</p><div class="content-highlight">
<p>All in all, the differentiated dividend paying stocks have been big alpha generators this year. However, we want to emphasize that the past performance do not predict future results and that these alpha generating returns may not occur again next year for this group of stocks. Among the 24 stocks below, we would focus on the top 5-10 market caps for a potential basket related strategy including the differentiated dividend paying stocks in Korea.</p>
<p>The top five market cap stocks in this list include the following:</p>
<ul>
<li>Kumho Petrochem</li>
<li>Doosan</li>
<li>Zinus</li>
<li>Seah Besteel</li>
<li>Orion Holdings</li>
</ul>
</div>

In this insight, we provide a comprehensive list of 24 stocks in Korea that provided differentiated dividends to its shareholders in 2020. These 24 stocks on average have been big alpha generators this year and they are up on average 32.4% YTD, outperforming KOSPI and KOSDAQ that are up 9.2% and 4.6%, respectively YTD. The average dividend yields of these 24 stocks are 2.3%.
All in all, the differentiated dividend paying stocks have been big alpha generators this year. However, we want to emphasize that the past performance do not predict future results and that these alpha generating returns may not occur again next year for this group of stocks. Among the 24 stocks below, we would focus on the top 5-10 market caps for a potential basket related strategy including the differentiated dividend paying stocks in Korea.
The top five market cap stocks in this list include the following:

Kumho Petrochem
Doosan
Zinus
Seah Besteel
Orion Holdings



Alpha Generation from Differentiated Dividend Paying Stocks in Korea