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

Yoon Seok-Yeol Proposes "Compulsory Tender Offer" To Protect the Minority Shareholders

StubWorld: Evergrande Trading "Cheap" But Still Uninvestable

China Evergrande Group – Vultures Circling

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

Cross Asset Strategy

China & South korea / Cross Asset Strategy

<ul>
<li><em>Saving face is a deeply, ingrained part of culture in many Asian countries such as Korea and China. </em></li>
<li>We will discuss how saving face could be tied to kicking the debt can in Korea and China as it relates to the Presidential election and the Beijing Winter Olympics.</li>
<li>In conclusion, expect debt related issues to make more headlines in both Korea and China after the Beijing Olympics and Korean Presidential election in early March.  </li>
</ul>


Saving face is a deeply, ingrained part of culture in many Asian countries such as Korea and China. 
We will discuss how saving face could be tied to kicking the debt can in Korea and China as it relates to the Presidential election and the Beijing Winter Olympics.
In conclusion, expect debt related issues to make more headlines in both Korea and China after the Beijing Olympics and Korean Presidential election in early March.  


Saving Face and Kicking the Debt Can in Korea & China (Post Presidential Election & Olympics)