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

KT&G: A Strong Candidate for Outperformance Amid Increased Signs of Market Fears

A First Major Class Action Lawsuit Against KT&G's Directors by FCP + KT&G's Results Analysis in 2023

2024 High Conviction: [KT&G - Likely To Announce Cigarette Price Hikes in 2H24]

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

Douglas Research Advisory

Equity Capital Markets

KT&G Corporation / Equity Capital Markets

<ul>
<li>On 14 October, FCP Capital sent a proposal to KT&amp;G to purchase Korea Ginseng Corp for 1.9 trillion won. </li>
<li>Although KT&amp;G stated that it has no intentions to sell Korea Ginseng Corp, this proposal highlights the ongoing pressure by FCP Capital to improve further value in KT&amp;G.</li>
<li>The 1.9 trillion won in proposed purchase price is higher than the 1.2 trillion won to 1.3 trillion won that KT&amp;G revealed as the intrinsic value of Korea Ginseng Corp.</li>
</ul>


On 14 October, FCP Capital sent a proposal to KT&amp;G to purchase Korea Ginseng Corp for 1.9 trillion won. 
Although KT&amp;G stated that it has no intentions to sell Korea Ginseng Corp, this proposal highlights the ongoing pressure by FCP Capital to improve further value in KT&amp;G.
The 1.9 trillion won in proposed purchase price is higher than the 1.2 trillion won to 1.3 trillion won that KT&amp;G revealed as the intrinsic value of Korea Ginseng Corp.


FCP Capital Sends a Proposal to KT&G to Buy Korea Ginseng Corp for 1.9 Trillion Won