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

Korea Stock Market Monthly Recap #16 - (July 2017)

SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality

Korea Stock Market Monthly Recap #14 - (May 2017)

Thematic (Sector/Industry)

<ul>
<li>Among the sector ETFs in Korea, the best performing sectors in June included securities (up 11.2%), semiconductor (up 9.6%), and banks (up 9.3%). The worst performing sectors in June included consumer (down 6.7%) and construction (down 3.9%).</li>
<li>KOSPI was up 17.5% in 1H17, one of the best performing stock indices globally. The leading performance sectors in 1H17 included securities (up 44.9%), transportation (up 32.6%), and IT (up 34.4%). All the 16 sector ETFs were up in 1H17. The worst performing…</li>
</ul>


Among the sector ETFs in Korea, the best performing sectors in June included securities (up 11.2%), semiconductor (up 9.6%), and banks (up 9.3%). The worst performing sectors in June included consumer (down 6.7%) and construction (down 3.9%).
KOSPI was up 17.5% in 1H17, one of the best performing stock indices globally. The leading performance sectors in 1H17 included securities (up 44.9%), transportation (up 32.6%), and IT (up 34.4%). All the 16 sector ETFs were up in 1H17. The worst performing…


Organic Tea Cosmetics Holding (900300 KS)

Korea Stock Market Monthly Recap #15 - (June 2017)