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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/kt-corp" target="_blank" data-smartkarma-citation="entities:1112:1" rel="noopener">KT Corp (030200 KS)'s </a>stock price has been in a long bear hibernation for nearly 20 years. In this insight, we argue the key investment merits of KT Corp and why it could outperform the market in the next one to two years.
The key investment points of KT Corp are as follows:
<ul>
<li>Emphasis on business customers for AI &amp; cloud services</li>
<li>Solid dividends (dividend yield of 5.1%)</li>
<li>Attractive valuations (EV/EBITDA multiple of 2.2x in 2021)</li>
<li>Warren Buffett's recent investment in Verizon (a sign of big rotation from growth to value, greater interest in global telcos)</li>
<li>Undervalued, huge land &amp; property holdings</li>
<li>Strong growth of 5G services</li>
</ul>
</div>


KT Corp (030200 KS)'s stock price has been in a long bear hibernation for nearly 20 years. In this insight, we argue the key investment merits of KT Corp and why it could outperform the market in the next one to two years.
The key investment points of KT Corp are as follows:

Emphasis on business customers for AI &amp; cloud services
Solid dividends (dividend yield of 5.1%)
Attractive valuations (EV/EBITDA multiple of 2.2x in 2021)
Warren Buffett's recent investment in Verizon (a sign of big rotation from growth to value, greater interest in global telcos)
Undervalued, huge land &amp; property holdings
Strong growth of 5G services



KT Corp - Increasing Value Amid Digital Transformation