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

Russia Could Be Excluded from MSCI EM: Impact on the MSCI Korea EM & Trading Angle

EM Banks and Financials – The Rebalancing in Index Weightings from the LatAm Perspective

Will Samsung Follow Apple and Be Forced to Stop Selling Smartphones in Russia Due to FDPR Rule?

Predicting the Impact of a Russia-Ukraine Conflict on Wall Street

2022 High Conviction - Modest Semiconductor Growth

Korean Metaverse ETFs Rebalancing & A Sector Rotation into Semis?

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

Thematic (Sector/Industry)

South korea Semiconductors and semiconductor equipment / Thematic (Sector/Industry)

<ul>
<li>In this insight, we discuss the potential impact on the semiconductor supply chain if Russia invades Ukraine. Many semiconductor manufacturers rely on Russian and Ukrainian-sourced materials like neon and palladium. </li>
<li>Our guess is that the vast majority of portfolio managers are NOT likely to change their semiconductor stocks allocations in their portfolios due to concerns on the potential Russia/Ukraine conflict.</li>
<li>Palladium is mainly used to make NAND Flash memory, of which Korea and China are major producers, but fewer Taiwanese companies are engaged in this sector.</li>
</ul>


In this insight, we discuss the potential impact on the semiconductor supply chain if Russia invades Ukraine. Many semiconductor manufacturers rely on Russian and Ukrainian-sourced materials like neon and palladium. 
Our guess is that the vast majority of portfolio managers are NOT likely to change their semiconductor stocks allocations in their portfolios due to concerns on the potential Russia/Ukraine conflict.
Palladium is mainly used to make NAND Flash memory, of which Korea and China are major producers, but fewer Taiwanese companies are engaged in this sector.


Potential Semiconductor Supply Chain Crisis if Russia Invades Ukraine?