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

Event-Driven

<p>GS Home Shopping is in a proxy fight with SC Fundamental, a hedge fund based in the US. Win or lose, we believe this will have an impact on the home shopping related stocks in Korea for the next several months. Many companies in Korea have been notorious for poor corporate governance. SC Fundamental is trying to do the right things, in our view, in order to improve shareholder value for GS Home Shopping through higher dividends and share buybacks. SC Fundamental has been one of the few investors…</p>

GS Home Shopping is in a proxy fight with SC Fundamental, a hedge fund based in the US. Win or lose, we believe this will have an impact on the home shopping related stocks in Korea for the next several months. Many companies in Korea have been notorious for poor corporate governance. SC Fundamental is trying to do the right things, in our view, in order to improve shareholder value for GS Home Shopping through higher dividends and share buybacks. SC Fundamental has been one of the few investors…

Hyundai Home Shopping Network (057050 KS)

GS Home Shopping In a Proxy Fight with SC Fundamental - Implications