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

Pandemic to Endemic Reopening Plays in Korea

China Pivots from Zero-COVID Policy & End of China's Ban on Korean Culture?

Korea Drops Quarantine Requirements Vs. Yoon Suk-Yeol's Hard Line Stance on North Korea

Wuhan Virus - Impact on Korean Companies with Operations in Wuhan & Other Regions in China

Hotel Shilla - A Beneficiary of the Thawing Relationship Between Japan & South Korea

A Pair Trade Between Hotel Shilla Preferred & Common Shares

Equity Bottom-Up

In this insight, we provide an updated analysis of <a href="https://www.smartkarma.com/entities/hotel-shilla-co-ltd" target="_blank" data-smartkarma-citation="entities:107:1" rel="noopener">Hotel Shilla (008770 KS).</a> Although Hotel Shilla shares have underperformed KOSPI this year, we believe they are well-positioned to outperform the market over the next one year.COVID-19 has wrecked so many important business sectors in Korea. Among the most devasted have been the tourism and hospitality sectors. Hotel Shilla has been no exception with a steep drop in overseas visitors to South Korea having a devastating negative impact on the company.Hotel Shilla: A Separation from the Samsung Group? With the death of the late Samsung Group Chairman Lee Kun-Hee, there is an increasing probability that eventually Hotel Shilla may be separated from the Samsung Group.

In this insight, we provide an updated analysis of Hotel Shilla (008770 KS). Although Hotel Shilla shares have underperformed KOSPI this year, we believe they are well-positioned to outperform the market over the next one year.COVID-19 has wrecked so many important business sectors in Korea. Among the most devasted have been the tourism and hospitality sectors. Hotel Shilla has been no exception with a steep drop in overseas visitors to South Korea having a devastating negative impact on the company.Hotel Shilla: A Separation from the Samsung Group? With the death of the late Samsung Group Chairman Lee Kun-Hee, there is an increasing probability that eventually Hotel Shilla may be separated from the Samsung Group.

Hotel Shilla: A Turnaround Story of Improving Duty-Free Business & A Separation from Samsung Group?