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

QBE Insurance - COR 109% in N America Commercial, Where Growth Is High | Debt Surges USD700m in 1H23

Alpha Generation Through High Dividend Stocks in Korea

Seoul Guarantee Insurance IPO Industry Analysis

Seoul Guarantee Insurance Corp IPO Preview

Seoul Guarantee Insurance Corp IPO Valuation Analysis

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

Event-Driven

Lotte Non Life Insurance Co / Event-Driven

<ul>
<li>It was reported in numerous local media that the sale process of Lotte Non Life Insurance Co (000400 KS) could start in October 2023.</li>
<li>There are four companies including Shinhan Financial (055550 KS), Hana Financial (086790 KS), Woori Financial Group (316140 KS), and Kyobo Life Insurance that may be interested in acquiring Lotte Non-Life Insurance. </li>
<li>Minority shareholders are not likely to benefit from this potential huge management M&amp;A premium of Lotte Non-Life Insurance. </li>
</ul>


It was reported in numerous local media that the sale process of Lotte Non Life Insurance Co (000400 KS) could start in October 2023.
There are four companies including Shinhan Financial (055550 KS), Hana Financial (086790 KS), Woori Financial Group (316140 KS), and Kyobo Life Insurance that may be interested in acquiring Lotte Non-Life Insurance. 
Minority shareholders are not likely to benefit from this potential huge management M&amp;A premium of Lotte Non-Life Insurance. 


Samsung Fire & Marine Insuranc (000815 KS)

Lotte Non Life Insurance Co

Lotte Non-Life Insurance: Who Will Buy?