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

The Power Struggle Between Kim Yo-Jong Vs. Kim Pyong-Il (Post Kim Jong-Un) In North Korea?

Choe Ryong-Hae: China's Man Post Kim Jong-Un?

Why Did Kim Jong-Un Have His Surgery In Hyangsan Medical Center & The Power Grab Post Stalin

Cross Asset Strategy

<div class="content-highlight">
<p><strong>Today (April 29th), South Korea's <a href="https://www.yna.co.kr/view/AKR20200428186100001?input=1195m" target="_blank" rel="noopener">National Assembly Research Service</a> (입법조사처) announced that Kim Yo-Jong could become the next successor after Kim Jong-Un. This is an important announcement since it is really the first major implicit acknowledgment by the South Korean government that there could be a near-term transfer of power from Kim Jong-Un to his sister Kim Yo-Jong.</strong></p>
<p><strong>May could be a key turning point in the Korean markets as the status of KJU is likely to be known to the world.  </strong></p>
</div><p>The top 10 events impacting the Korean stock market, economy, &amp; politics in April 2020 were as follows:</p><div><ul>
<li>KIM JONG-UN (DEAD?) </li>
<li>EXCELLENT PROGRESS OF LOWERING COVID-19 IN SOUTH KOREA</li>
<li>POSCO'S MASSIVE SHARE BUYBACK</li>
<li>BLOCK DEAL SALES OF CELLTRION &amp; CELLTRION HEALTHCARE</li>
<li>DOOSAN GROUP RESTRUCTURING </li>
<li>SK E&amp;S BLOCK DEAL OF 10.2% STAKE IN CHINA GAS HOLDINGS </li>
<li>NEXON KOREA RAISES DEBT BY 1.5 TRILLION WON </li>
<li>KURLY RECEIVES $150 MILLION IN INVESTMENT </li>
<li>BINGGRAE ACQUIRES HAITAI'S ICE CREAM BUSINESS </li>
<li>STUDIO DRAGON'S BLOCK DEAL</li>
</ul></div><p>Among the 33 reports we have written so far in April, the three most widely read insights were all related to Kim Jong-Un:</p><ul>
<li>
<a href="https://www.smartkarma.com/insights/kim-jong-un-dead-or-alive" target="_blank" data-smartkarma-citation="insights:38606" rel="noopener">Kim Jong-Un: Dead or Alive?</a> </li>
<li>
<a href="https://www.smartkarma.com/insights/choe-ryong-hae-china-s-man-post-kim-jong-un" target="_blank" data-smartkarma-citation="insights:38737" rel="noopener">Choe Ryong-Hae: China's Man Post Kim Jong-Un?</a> </li>
<li>
<a href="https://www.smartkarma.com/insights/the-power-struggle-between-kim-yo-jong-vs-kim-pyong-il-in-north-korea" target="_blank" data-smartkarma-citation="insights:38628" rel="noopener">The Power Struggle Between Kim Yo-Jong Vs. Kim Pyong-Il (Post Kim Jong-Un) In North Korea?</a> </li>
</ul>


Today (April 29th), South Korea's National Assembly Research Service (입법조사처) announced that Kim Yo-Jong could become the next successor after Kim Jong-Un. This is an important announcement since it is really the first major implicit acknowledgment by the South Korean government that there could be a near-term transfer of power from Kim Jong-Un to his sister Kim Yo-Jong.
May could be a key turning point in the Korean markets as the status of KJU is likely to be known to the world.  
The top 10 events impacting the Korean stock market, economy, &amp; politics in April 2020 were as follows:
KIM JONG-UN (DEAD?) 
EXCELLENT PROGRESS OF LOWERING COVID-19 IN SOUTH KOREA
POSCO'S MASSIVE SHARE BUYBACK
BLOCK DEAL SALES OF CELLTRION &amp; CELLTRION HEALTHCARE
DOOSAN GROUP RESTRUCTURING 
SK E&amp;S BLOCK DEAL OF 10.2% STAKE IN CHINA GAS HOLDINGS 
NEXON KOREA RAISES DEBT BY 1.5 TRILLION WON 
KURLY RECEIVES $150 MILLION IN INVESTMENT 
BINGGRAE ACQUIRES HAITAI'S ICE CREAM BUSINESS 
STUDIO DRAGON'S BLOCK DEAL
Among the 33 reports we have written so far in April, the three most widely read insights were all related to Kim Jong-Un:

Kim Jong-Un: Dead or Alive? 

Choe Ryong-Hae: China's Man Post Kim Jong-Un? 

The Power Struggle Between Kim Yo-Jong Vs. Kim Pyong-Il (Post Kim Jong-Un) In North Korea? 


Korea Stock Market Monthly Recap #47 (April 2020): Kim Jong-Un Dead?