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

Iljin Materials - IPO of Its 100% Owned Malaysian Subsidiary IMM Technology in 2021

Global/Asia Sector Rotation in the Midst of a Regime Change in the U.S. Presidency

Singles’ Day/ Antitrust/ US-China/ Hong Kong/ Agritech

Goodbye Adam Smith's Capitalism, Hello Klaus Schwab's "Covid-19: The Great Reset"

Comparison of LG Chem's Carve-Out & SK Innovation's Spin-Off of Rechargeable Battery Businesses

NPS Takes a Stand Against LG Chem's Plan to Separate the Battery Business

Equity Bottom-Up

<div class="content-highlight"><p>The US Presidential election is not over. At this point, it appears that Biden will win but it will go down to the wire and the final ruling is likely to be contested by either side and this case will likely go to the Supreme Court. At this point, we would put an 80-90%+ probability that Biden wins this US Presidential Election and a very long shot that Trump wins. In a scenario of a Biden win, the <strong>Korean rechargeable battery value chain</strong> remains one of the most attractive near-term candidates for market outperformance, in particular <strong><a href="https://www.smartkarma.com/entities/lg-chem-ltd" target="_blank" data-smartkarma-citation="entities:3583:1" rel="noopener">LG Chem Ltd (051910 KS)</a>,</strong> which has been beaten down recently.  </p></div>

The US Presidential election is not over. At this point, it appears that Biden will win but it will go down to the wire and the final ruling is likely to be contested by either side and this case will likely go to the Supreme Court. At this point, we would put an 80-90%+ probability that Biden wins this US Presidential Election and a very long shot that Trump wins. In a scenario of a Biden win, the Korean rechargeable battery value chain remains one of the most attractive near-term candidates for market outperformance, in particular LG Chem Ltd (051910 KS), which has been beaten down recently.  

Korean Rechargeable Batteries Value Chain: A Big Winner on a Biden Win & Global Climate Change Plans