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

Samyang Corp: A Deep Value Stock + Affiliate IPO Catalyst (Part 1)

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

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

Thematic (Sector/Industry)

<ul>
<li>Among the sector ETFs in Korea, the best performing sectors in July included insurance (up 9.7%), energy &amp; chemicals (up 7.4%), and steel (up 6.6%). The worst performing sectors in July included transportation (down 4.7%), consumer (down 4.3%), and IT (down 4.2%). The market breadth (in terms of Korean ETFs we track) got worse in July. Among the 16 ETFs below, 11 ETFs were down in July and only 5 ETFs were up.</li>
<li>Our model stock portfolio declined 2.5% in July versus KOSPI which increased 0.5%…</li>
</ul>


Among the sector ETFs in Korea, the best performing sectors in July included insurance (up 9.7%), energy &amp; chemicals (up 7.4%), and steel (up 6.6%). The worst performing sectors in July included transportation (down 4.7%), consumer (down 4.3%), and IT (down 4.2%). The market breadth (in terms of Korean ETFs we track) got worse in July. Among the 16 ETFs below, 11 ETFs were down in July and only 5 ETFs were up.
Our model stock portfolio declined 2.5% in July versus KOSPI which increased 0.5%…


Organic Tea Cosmetics Holding (900300 KS)

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