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

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

Short Selling of All Stocks in Korea Could Resume in March to May 2022

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

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

LG Energy Solution: Confirmed Allocations, Float, & Lock-Up Periods

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

Equity Bottom-Up

<ul>
<li>The trading data of Korean stock market on January 27th and 28th clearly shows how the NPS and other local pension funds strongly supported LG Energy Solution IPO's stock price. </li>
<li>What is concerning is that the local pension funds nearly neglected net purchase of all other 2,400+ stocks in Korea.</li>
<li>NPS and local pension funds may have less room to overly support LG Energy Solution and other Korean stocks in February. </li>
</ul>


The trading data of Korean stock market on January 27th and 28th clearly shows how the NPS and other local pension funds strongly supported LG Energy Solution IPO's stock price. 
What is concerning is that the local pension funds nearly neglected net purchase of all other 2,400+ stocks in Korea.
NPS and local pension funds may have less room to overly support LG Energy Solution and other Korean stocks in February. 


Samsung Electro Mechanics Co, Ltd. (009150 KS)

Samsung Electronics Pref Shares (005935 KS)

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