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

Summary of Innox Corp's Holdco/Opco Demerger

The Week That Was in NorthAsia@Smartkarma - Catwoman's Cosmetics, Basquiat, And "Mr. G. Shepherd"

The Week That Was in NorthAsia@Smartkarma: OLED, ADAS, BWs, ICs, FA, and SAAR

Orion Corp - The Fat Pitch for Value Investors (Part I)

Comprehensive List of Holdco Conversion Candidates in Korea

Orion Corp - The Fat Pitch for Value Investors (Part II)

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<p>The <strong>Korean Holdco Conversion Candidates</strong> have been one of the best performing groups in the Korean and Asian stock markets YTD. In our previous report (March 1st 2017), <a href="https://www.smartkarma.com/insights/comprehensive-list-of-holdco-conversion-candidates-in-korea" target="_blank" data-smartkarma-citation="insights:9102">Comprehensive List of Holdco Conversion Candidates in Korea</a>, we identified 14 Korean companies that are holdco conversion candidates. Among the 14 companies, <a href="https://www.smartkarma.com/entities/10155" target="_blank" data-smartkarma-citation="entities:10155:1">Hyundai Heavy Industries (009540 KS)</a>, <a href="https://www.smartkarma.com/entities/7615" target="_blank" data-smartkarma-citation="entities:7615:1">Orion Corp (001800 KS)</a>, <a href="https://www.smartkarma.com/entities/6420" target="_blank" data-smartkarma-citation="entities:6420:1">Maeil Dairy Industry (005990 KS)</a>, and <a href="https://www.smartkarma.com/entities/5176" target="_blank" data-smartkarma-citation="entities:5176:1">Crown Confectionery Co Ltd (005740 KS)</a> have been some of the best…</p>

The Korean Holdco Conversion Candidates have been one of the best performing groups in the Korean and Asian stock markets YTD. In our previous report (March 1st 2017), Comprehensive List of Holdco Conversion Candidates in Korea, we identified 14 Korean companies that are holdco conversion candidates. Among the 14 companies, Hyundai Heavy Industries (009540 KS), Orion Corp (001800 KS), Maeil Dairy Industry (005990 KS), and Crown Confectionery Co Ltd (005740 KS) have been some of the best…

HD Korea Shipbuilding & Offshore Engineering (009540 KS)

HD Korea Shipbuilding & Offshore Engineering

Korea's Holdco Candidates: One of the Best Performing Groups in Asia YTD & "Mr. G. Shepherd"