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

LG Corp: Updated NAV Analysis & Outperformance Likely Driven by Value Investors

Gap Trades in Korean Prefs Vs Common Share Pairs in 4Q 2023

Gap Trades in Korean Prefs Vs Common Share Pairs in 1Q 2024

A Pair Trade Between Samsung C&T and Samsung Electronics Amid Big Share Cancellation at Samsung C&T

LG Corp: Updated SoTP Valuation & Key Catalyst of LG CNS IPO

LG Corp: A Family Feud! (Mother & Sisters Sue Their Chairman Son) Enter the Private Equity Dragons?

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Event-Driven

<ul>
<li>In this insight, we discuss an increasing probability of the cancellation of LG Corp preferred shares.</li>
<li>We provide five major reasons as to why LG Corp should cancel its<strong> entire preferred shares</strong> and how this could have a positive impact on LG Corp's share price. </li>
<li>We believe a 5-10% buyback and cancellation of LG Corp's preferred shares in the next 1-2 years is a higher probability.</li>
</ul>


In this insight, we discuss an increasing probability of the cancellation of LG Corp preferred shares.
We provide five major reasons as to why LG Corp should cancel its entire preferred shares and how this could have a positive impact on LG Corp's share price. 
We believe a 5-10% buyback and cancellation of LG Corp's preferred shares in the next 1-2 years is a higher probability.


An Increasing Probability of LG Corp Preferred Shares Cancellation