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

Silicon Valley Bank a Stern Reminder but No Cause for Panic in Asia

Investors' Capital Allocation Shift Among Korean Banks Post Collapse of SVB Financial

Financial Stresses a Potential Drag on Asian Economic Prospects

Align Partners Goes Activist on Seven Banking Group Companies in Korea

A Sharp Increase in Unsold Housing Units in Korea: A Trading Opportunity

President Yoon Calls for Greater Competition and Social Contribution by the Korean Banks

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Thematic (Sector/Industry)

South korea Diversified financials / Thematic (Sector/Industry)

<ul>
<li>On Friday 10 March, Svb Financial (SIVB US) suddenly collapsed, becoming the largest bank to fail in the United States since the 2008 financial crisis.</li>
<li>In our view, the collapse of SVB Financial will likely have a negative near-term impact on the Korean banks. </li>
<li>Three ways that this will negatively impact Korean banks include risk-off investment sentiment, greater excuse to hold on to cash by Korean banks, and lower interest rate spreads. </li>
</ul>


On Friday 10 March, Svb Financial (SIVB US) suddenly collapsed, becoming the largest bank to fail in the United States since the 2008 financial crisis.
In our view, the collapse of SVB Financial will likely have a negative near-term impact on the Korean banks. 
Three ways that this will negatively impact Korean banks include risk-off investment sentiment, greater excuse to hold on to cash by Korean banks, and lower interest rate spreads. 


Collapse of Silicon Valley Bank (SVB) - Impact on Korean Banks