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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/1268" target="_blank" data-smartkarma-citation="entities:1268:1">SK Innovation Co Ltd (096770 KS)</a> announced a massive 1 trillion won in share buyback (5.2 million shares), representing a 5.6% of common shares outstanding, after the market close yesterday. This is one of the largest share buyback programs among Korean companies (in terms of amount as well as percentage of outstanding shares) announced YTD. Initially, this major share buyback program may have a positive impact on its share price as it suggests that the management of the company is trying to…

SK Innovation Co Ltd (096770 KS) announced a massive 1 trillion won in share buyback (5.2 million shares), representing a 5.6% of common shares outstanding, after the market close yesterday. This is one of the largest share buyback programs among Korean companies (in terms of amount as well as percentage of outstanding shares) announced YTD. Initially, this major share buyback program may have a positive impact on its share price as it suggests that the management of the company is trying to…

SK Innovation - A Massive 1 Trillion Won Share Buyback