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

Aekyung Chemical: Sodium-Ion Battery Materials & Candidate for KOSPI200 Inclusion in 2H23/2024

CATL – Sodium-Ion Battery Development Highlights the Issues with Lithium

A Crash in 8 Korean Stocks Related to CFD Derivatives: Margin Call in Korea

Nationalization of Lithium Industry in Chile - Impact on Korean Rechargeable Batteries Value Chain

Matched Order Fraud in Korea: Reason Behind Eight Stocks Hit Massively

Equity Bottom-Up

<ul>
<li>One of the biggest breakthroughs in the global EV rechargeable battery industry this year has been CATL and BYD's launch of hybrid sodium-ion and lithium-ion batteries in 2H 2023.</li>
<li>This is expected to take away market share from Korean EV battery makers including LG Energy Solution and Samsung SDI.</li>
<li>It is expected that eventually, that sodium-ion batteries could be about 30-40% cheaper than conventional lithium-ion batteries.</li>
</ul>


One of the biggest breakthroughs in the global EV rechargeable battery industry this year has been CATL and BYD's launch of hybrid sodium-ion and lithium-ion batteries in 2H 2023.
This is expected to take away market share from Korean EV battery makers including LG Energy Solution and Samsung SDI.
It is expected that eventually, that sodium-ion batteries could be about 30-40% cheaper than conventional lithium-ion batteries.


Contemporary Amperex Technology (CATL) (300750 CH)

CATL & BYD's Hybrid Sodium-Ion/ Lithium-Ion Batteries to Take Away Share from Korean Battery Makers