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

FTC Head Pressures Chaebols to Sell Non-Core Businesses (Samsung SDS Getting Whacked) - Why?

Why Is the Moon Administration So Anti-Samsung?

Lotte Data Communications IPO Preview (Part 1)

The Controversy Surrounding Kim Ki-Sik (Head of FSS) & The Restructuring of the Samsung Group

Facebook, Cambridge Analytica, & Blockchain - Who Owns the Data?

Equity Bottom-Up

<p><strong>In this report, we provide the major investment merits of <a href="https://www.smartkarma.com/entities/509" target="_blank" data-smartkarma-citation="entities:509:1">Samsung SDS Co Ltd (018260 KS)</a>. We have a positive view of Samsung SDS and we are including the stock in our model portfolio.</strong> We like the fact that among all the companies in Korea with market cap of more than 1 trillion won, Samsung SDS may be best positioned to capitalize on the blockchain revolution. In addition, we believe Samsung SDS has reasonable valuations right now (including higher dividends), and it could also play a key role…</p>

In this report, we provide the major investment merits of Samsung SDS Co Ltd (018260 KS). We have a positive view of Samsung SDS and we are including the stock in our model portfolio. We like the fact that among all the companies in Korea with market cap of more than 1 trillion won, Samsung SDS may be best positioned to capitalize on the blockchain revolution. In addition, we believe Samsung SDS has reasonable valuations right now (including higher dividends), and it could also play a key role…

Samsung SDS = Spearheading the Blockchain Revolution + Alpha From Samsung Restructuring