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

KOSDAQ150 Index Rebalance: Lots of Changes, Big Turnover, High Impact

KOSDAQ150 Index Rebalance Preview: Reversion Sets Up an Attractive Entry Point

Kakao Games - KOSDAQ150 December Inclusion and Lock Up Expiry

Equity Bottom-Up

<ul>
<li>Korea Ratings (034950 KS) is the 12th company in our Korea Small Cap Gems series. Korea Ratings is one of the leading players in the credit ratings industry in Korea.</li>
<li>Korea Ratings has a combination of excellent business moat, stable 5-8% annual sales growth, 20% ROE, and 35%+ operating margins, and high dividend payout of 65%</li>
<li>For the long-term investors (2-3+ years horizon) that seek consistent 20%+ total annual compound returns with low volatility, Korea Ratings is an excellent pick in our view.</li>
</ul>


Korea Ratings (034950 KS) is the 12th company in our Korea Small Cap Gems series. Korea Ratings is one of the leading players in the credit ratings industry in Korea.
Korea Ratings has a combination of excellent business moat, stable 5-8% annual sales growth, 20% ROE, and 35%+ operating margins, and high dividend payout of 65%
For the long-term investors (2-3+ years horizon) that seek consistent 20%+ total annual compound returns with low volatility, Korea Ratings is an excellent pick in our view.


Korea Ratings

Korea Small Cap Gem #12: Korea Ratings