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

POSCO Split Dynamics from a Trading Perspective

POSCO's Physical Spin-Off to Form POSCO Holdings: Opposed by Many Minority Shareholders

POSCO Announces Partial Cancellation of Treasury Shares

POSCO: Steel Production Cut & Share Buyback Update

POSCO: Three Key Catalysts (Lithium Asset Revaluation, Share Buyback, & Steel Price Hike)

POSCO Chemical (1 Trillion Won Rights Offering - 20% of Market Cap)

POSCO Chemical Rights Offer: Terms & Trade Approach

Event-Driven

<ul>
<li>There has been increasing speculation in the local media in the last few days that  <a href="https://www.smartkarma.com/entities/posco" target="_blank" data-smartkarma-citation="entities:208:1" rel="noopener">Posco (005490 KS)</a> may be getting ready to form a holding company structure. </li>
<li>POSCO has yet to confirm whether it will form a holding company but its decision is likely to be announced in the next several days.</li>
<li>Two major factors impacting the decision to turn POSCO into a holding company structure include improving valuations and growing importance of ESG funds. </li>
</ul>


There has been increasing speculation in the local media in the last few days that  Posco (005490 KS) may be getting ready to form a holding company structure. 
POSCO has yet to confirm whether it will form a holding company but its decision is likely to be announced in the next several days.
Two major factors impacting the decision to turn POSCO into a holding company structure include improving valuations and growing importance of ESG funds. 


POSCO - Two Major Factors Impacting the Formation of a Holding Company Structure (Valuation & ESG)