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

Korea Stock Market Monthly Recap #2 - (May 2016)

Korea Stock Market Monthly Recap #3 - (June 2016)

Korea Stock Market Monthly Recap #4 - (July 2016)

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<p>This is the first Korea Stock Market Monthly Recap, which we will attempt to publish on a monthly basis. The purpose our monthly recap are as follows:</p><ol><li>Use sector ETFs in Korea to recap the best and worst performing sectors on a monthly and yearly basis. </li><li>Use intermarket analysis to improve our understanding of why some sectors are performing better than others. Some of the best performing stocks are often within the best performing sectors. </li><li>Highlight some of the major news flow, events, and company announcements that have impacted the share prices of these sector ETFs. </li><li>Highlight our top picks</li></ol><p>Our top picks in the Korean stock market are as follows: <a href="https://www.smartkarma.com/entities/10699" target="_blank" data-smartkarma-citation="entities:10699">Fila Korea Ltd</a>, <a href="https://www.smartkarma.com/entities/10951" target="_blank" data-smartkarma-citation="entities:10951">Kthitel Co Ltd</a>, <a href="https://www.smartkarma.com/entities/6420" target="_blank" data-smartkarma-citation="entities:6420">Maeil Dairy Industry</a> ,<a href="https://www.smartkarma.com/entities/8994" target="_blank" data-smartkarma-citation="entities:8994">Woongjin Thinkbig Co Ltd</a> , <a href="https://www.smartkarma.com/entities/5176" target="_blank" data-smartkarma-citation="entities:5176">Crown Confectionery Co Ltd</a> , Haitai Confectionery,  <a href="https://www.smartkarma.com/entities/107" target="_blank" data-smartkarma-citation="entities:107">Hotel Shilla Co Ltd</a> ,<a href="https://www.smartkarma.com/entities/15684" target="_blank" data-smartkarma-citation="entities:15684">Seoul Auction Co Ltd</a>, and <a href="https://www.smartkarma.com/entities/22660" target="_blank" data-smartkarma-citation="entities:22660">Samsung Kodex Securities Etf</a> .   </p>

This is the first Korea Stock Market Monthly Recap, which we will attempt to publish on a monthly basis. The purpose our monthly recap are as follows:Use sector ETFs in Korea to recap the best and worst performing sectors on a monthly and yearly basis. Use intermarket analysis to improve our understanding of why some sectors are performing better than others. Some of the best performing stocks are often within the best performing sectors. Highlight some of the major news flow, events, and company announcements that have impacted the share prices of these sector ETFs. Highlight our top picksOur top picks in the Korean stock market are as follows: Fila Korea Ltd, Kthitel Co Ltd, Maeil Dairy Industry ,Woongjin Thinkbig Co Ltd , Crown Confectionery Co Ltd , Haitai Confectionery,  Hotel Shilla Co Ltd ,Seoul Auction Co Ltd, and Samsung Kodex Securities Etf .   

Samsung Fire & Marine Insurance (000810 KS)

Samsung Electro Mechanics Co, Ltd. (009150 KS)

Hyundai Engineering & Construction (000720 KS)

HD Korea Shipbuilding & Offshore Engineering (009540 KS)

HD Korea Shipbuilding & Offshore Engineering

Kepco Plant Service & Engineering (051600 KS)

Daewoo Engineering & Construction (047040 KS)

Korea Investment Holdings Co, Ltd. (071050 KS)

Samsung Electronics Pref Shares (005935 KS)

Korea Stock Market Monthly Recap #1 - (April 2016)