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

KT&G: First Shares Cancellation in 14 Years

Alpha Generation Through Share Buybacks in Korea: August & September 2023

Alpha Generation Through Share Buybacks in Korea: October & November 2023

KT&G Is a Prime Candidate for Corporate Activism in Korea

Flashlight Capital Partners Goes Activist on KT&G

An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G

KT&G Announces a Share Buyback Worth 350 Billion Won

Event-Driven

<ul>
<li>It was reported on 22 February in numerous local Korean media that Oasis Management has invested about 1.5% stake in KT&amp;G Corporation (033780 KS).</li>
<li>This investment in KT&amp;G is reportedly Oasis Mgmt's first investment in Korea. For now, Oasis Mgmt has not made any public announcement about its investment in KT&amp;G.</li>
<li>With Oasis Mgmt investing 1.5% stake in KT&amp;G, we believe it is increasingly likely that it could start its activist campaign on KT&amp;G sometime in 2023.</li>
</ul>


It was reported on 22 February in numerous local Korean media that Oasis Management has invested about 1.5% stake in KT&amp;G Corporation (033780 KS).
This investment in KT&amp;G is reportedly Oasis Mgmt's first investment in Korea. For now, Oasis Mgmt has not made any public announcement about its investment in KT&amp;G.
With Oasis Mgmt investing 1.5% stake in KT&amp;G, we believe it is increasingly likely that it could start its activist campaign on KT&amp;G sometime in 2023.


KT&G Corporation

Oasis Management Invests in KT&G