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

NPS Exclusively Buying LG Energy Solution At the Expense of Other 2,400+ Stocks in Korea

Timing Ideal Exit Points on MSCI & KOSPI200 Inclusion for 16 Biggest Korean IPOs in 2020 & 2021

Close Out the Pair Trade of KIH & MFG and Initiate a New Pair Trade Between KIH & Meritz Securities

LG Energy Solution IPO: Record Retail Demand Amount

LG Energy Solution - What Are the Locals Saying About This IPO?

LG Energy Solution IPO Valuation Analysis: An Attractive IPO with a 40%+ Upside

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Capital Markets

LG Energy Solution / Equity Capital Markets

<ul>
<li>In this insight, we discuss the first day trading strategy of LG Energy Solution amid market turmoil.</li>
<li>Due to the recent risk-off sentiment, the prudent course of action would be to take a more moderate upside view on how much LG Energy Solution's stock price could overshoot.</li>
<li>Our base case valuation for LG Energy Solution (373220 KS) remains 424,093 won per share, which is 41% higher than the IPO price of 300,000 won.</li>
</ul>


In this insight, we discuss the first day trading strategy of LG Energy Solution amid market turmoil.
Due to the recent risk-off sentiment, the prudent course of action would be to take a more moderate upside view on how much LG Energy Solution's stock price could overshoot.
Our base case valuation for LG Energy Solution (373220 KS) remains 424,093 won per share, which is 41% higher than the IPO price of 300,000 won.


LG Energy Solution IPO: First Day Trading Strategy Amid Market Turmoil