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's Full List of Single-Subsidiary Holdcos with Current Sigma & Loan/Float Ratio

Korea Pair Trade Idea: 6 Closely Correlated & Cointegrated Sector Pairs

Korea Single-Subsidiary Holdcos NAV Discount & Short Interest: Quick Thoughts on Trade

Closing the Gap: Korean Holdcos Vs. Opcos

2021 High Conviction in Korea: Amorepacific Corp - Turnaround After 'Once in a Century' Pandemic

Xi Jinping's Visit to South Korea: A Trading Strategy for Korean Cosmetics & Consumer Stocks

Equity Bottom-Up

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<p><a href="https://www.smartkarma.com/entities/amorepacific-corp" target="_blank" data-smartkarma-citation="entities:20854:1" rel="noopener">Amorepacific Corp (090430 KS)</a> is a company that was our 2021 high conviction call. We made this call in our insight <a href="https://www.smartkarma.com/insights/2021-high-conviction-in-korea-amorepacific-corp-turnaround-after-once-in-a-century-pandemic" target="_blank" data-smartkarma-citation="insights:45590" rel="noopener">2021 High Conviction in Korea: Amorepacific Corp - Turnaround After 'Once in a Century' Pandemic</a> (23 November 2020). The stock is up 39% since our call.</p>
<p>Today, the company reported better than expected earnings in 1Q 2021 and we believe the stock is well poised for further upside. Following the strong 1Q 2021, we continue to have a positive view of Amorepacific Corp and we believe the consensus will revise up their earnings estimates of the company by at least 10-15% in 2021.</p>
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Amorepacific Corp (090430 KS) is a company that was our 2021 high conviction call. We made this call in our insight 2021 High Conviction in Korea: Amorepacific Corp - Turnaround After 'Once in a Century' Pandemic (23 November 2020). The stock is up 39% since our call.
Today, the company reported better than expected earnings in 1Q 2021 and we believe the stock is well poised for further upside. Following the strong 1Q 2021, we continue to have a positive view of Amorepacific Corp and we believe the consensus will revise up their earnings estimates of the company by at least 10-15% in 2021.


Amorepacific Corp: 2021 High Conviction - Highlights of Better than Expected 1Q 2021 Earnings