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

China Pivots from Zero-COVID Policy & End of China's Ban on Korean Culture?

Korea Drops Quarantine Requirements Vs. Yoon Suk-Yeol's Hard Line Stance on North Korea

A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries

Hotel Shilla: A Turnaround Story of Improving Duty-Free Business & A Separation from Samsung Group?

Visit to Paradise City Near Incheon Airport, Korea

Amorepacific Corp: 2021 High Conviction - Highlights of Better than Expected 1Q 2021 Earnings

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>In this insight, we discuss the transition from the COVID-19 pandemic to <em>"live with"</em> COVID-19 endemic in Korea and the impact this will have on the reopening plays in Korea.</li>
<li>In many parts of the world in countries such as the U.K. and Denmark, numerous stringent mandates and restrictions related to COVID-19 have been removed.</li>
<li>The pandemic to endemic reopening could increasingly become a world-wide trend including in Korea and the 17 stocks highlighted in this insight could continue to outperform the market. </li>
</ul>


In this insight, we discuss the transition from the COVID-19 pandemic to "live with" COVID-19 endemic in Korea and the impact this will have on the reopening plays in Korea.
In many parts of the world in countries such as the U.K. and Denmark, numerous stringent mandates and restrictions related to COVID-19 have been removed.
The pandemic to endemic reopening could increasingly become a world-wide trend including in Korea and the 17 stocks highlighted in this insight could continue to outperform the market. 


Pandemic to Endemic Reopening Plays in Korea