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

Korean Holdcos Vs Opcos: Gap Is Closing Post End of the Ban on Short Selling

Close the Gap: Korean Pref Vs. Common Shares Post New South Korean President Yoon Suk-Yeol

Korean Pref Vs Common Shares Dividend Yield Changes

PARTIAL END of Ban on Short Selling of Stocks in Korea

Korean Pref Shares: Closing the Gap [2] - 1Q18 Review

Event-Driven

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<p>In this insight, we highlight the closing of the pricing gaps between the major Korean common and preferred shares, especially with the upcoming end of the ban on the short selling of shares in Korea in May. In this insight, we highlight 21 pair trades that involve common and preferred shares. Among these 42 stocks (21 pairs), 15 of them had their preferred shares outperforming the common shares in the past year. In six of the remaining pairs, the common shares outperformed the preferred shares in the past year. </p>
<p>In this insight, we focus on the six of the pairs where the common shares outperformed the preferred shares in the past year. Among them, the three pairs involving Hyundai Motor (common &amp; pref), LG H&amp;H (common &amp; pref), and Amorepacific Corp (common &amp; pref) are the most interesting since they have experienced the biggest gaps between common and preferred shares, with the former outperforming the latter in the past year.</p>
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In this insight, we highlight the closing of the pricing gaps between the major Korean common and preferred shares, especially with the upcoming end of the ban on the short selling of shares in Korea in May. In this insight, we highlight 21 pair trades that involve common and preferred shares. Among these 42 stocks (21 pairs), 15 of them had their preferred shares outperforming the common shares in the past year. In six of the remaining pairs, the common shares outperformed the preferred shares in the past year. 
In this insight, we focus on the six of the pairs where the common shares outperformed the preferred shares in the past year. Among them, the three pairs involving Hyundai Motor (common &amp; pref), LG H&amp;H (common &amp; pref), and Amorepacific Corp (common &amp; pref) are the most interesting since they have experienced the biggest gaps between common and preferred shares, with the former outperforming the latter in the past year.


Close the Gap: Korean Pref Vs. Common Shares Post Restart of Allowing Short Selling of Stocks