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

US CHIPS Act: Long Intel Vs. Short TSMC or UMC?

Après Moi Le Deluge: What 20th CPC National Congress Says About China's Future

JFK's Naval Blockade of Cuba (1962) - Fast Forward 60 Years & A Blockade of Taiwan by China?

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

Equity Bottom-Up

Semiconductor Manufacturing International Corp (SMIC) / Equity Bottom-Up

Semiconductor Manufacturing International Corp (SMIC) (981 HK)

Semiconductor Manufacturing International Corp (SMIC)

<ul>
<li>In the past couple of weeks, there have been tremendous sanctions by the US government on China's semiconductor sector. </li>
<li>In this insight, we compare this move to the US government putting a trade embargo on oil against Japan nearly 81 years ago.</li>
<li>If there are severe disruptions to the semiconductor market in China, this will likely to have negative impact on the two Korean semi giants Samsung Electronics and SK Hynix.  </li>
</ul>


In the past couple of weeks, there have been tremendous sanctions by the US government on China's semiconductor sector. 
In this insight, we compare this move to the US government putting a trade embargo on oil against Japan nearly 81 years ago.
If there are severe disruptions to the semiconductor market in China, this will likely to have negative impact on the two Korean semi giants Samsung Electronics and SK Hynix.  


FDR's Trade Embargo on Oil (Japan) & Biden's Sanctions on China's Semi Sector - Prelude to Disaster?