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

Value Partners Goes "Activist" On AtlasBX

Strong Chinese Purchases of Korean Cosmetics Online in 1Q17

Global Consumer Thinker#2: Korea Cosmetics Part II

John Lee (CEO of Meritz Asset Mgmt) Creates a New Korea Corporate Governance Fund

Capitalism in Korea: This Book's Top Seven Highlights & My Thoughts (Devil Is in the Details)

Must Asset Management is a boutique investment management company in Korea that started to go "activist" on <a href="https://www.smartkarma.com/entities/16686" target="_blank" data-smartkarma-citation="entities:16686:1">Able C&amp;C (078520 KS)</a> to improve corporate governance of the company. Able C&amp;C has been making some terrible strategic decisions lately. Able C&amp;C shares are down nearly 50% in the past six months.On September 6th, 2017, Able C&amp;C announced a major rights offering which investors did not like. Able C&amp;C shares are down 29% since this announcement. The major terms of the rights offering were as…

Must Asset Management is a boutique investment management company in Korea that started to go "activist" on Able C&amp;C (078520 KS) to improve corporate governance of the company. Able C&amp;C has been making some terrible strategic decisions lately. Able C&amp;C shares are down nearly 50% in the past six months.On September 6th, 2017, Able C&amp;C announced a major rights offering which investors did not like. Able C&amp;C shares are down 29% since this announcement. The major terms of the rights offering were as…

Must Asset Mgmt Goes "Activist" On Able C&C