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

The Sixth Nuclear Weapons Test by North Korea - Implications (Biggest Global Geopolitical Risk?)

The Growth of North Korean Refugees in South Korea

North Korea Fires a Long Range Missile Over Japan - Crossing the Red Line?

Thematic (Sector/Industry)

In a Tom Clancy novel-based movie called "The Sum of All Fears" released in 2002, featuring leading actors such as Ben Affleck and Morgan Freeman, a nuclear weapon gets detonated in Baltimore. Ben Affleck plays the role of a CIA analyst Jack Ryan who attempts to stop a Neo Nazis group that tries to induce an ultimate nuclear conflict between the United States and Russia.  Fast forward 15 years, and we have a rogue dictator in North Korea Kim Jong Un who has been relentless in his pursuit of nuclear weapons. Although Kim Jong Un is no Neo Nazi, his strategy to recklessly threaten other nations with nuclear weapons certainly has raised tensions about a nuclear war globally. Kim Jong Un and his nuclear power ambitions have evolved into an ultimate Global Sum of All Fears. In this report, we explore three major issues related to North Korea:<ol><li>Economic Sanctions Against North Korea - They Have Not Worked in the Past Two Decades, Will They Work This Time?</li><li>China is Angry at South Korea for Installing THAAD - What if the US Allows South Korea to Place Nukes in South Korea?</li><li>Continued Large Scale Nuclear Testings in North Korea Could Trigger the Eruption of Mount Paektu.</li></ol>

In a Tom Clancy novel-based movie called "The Sum of All Fears" released in 2002, featuring leading actors such as Ben Affleck and Morgan Freeman, a nuclear weapon gets detonated in Baltimore. Ben Affleck plays the role of a CIA analyst Jack Ryan who attempts to stop a Neo Nazis group that tries to induce an ultimate nuclear conflict between the United States and Russia.  Fast forward 15 years, and we have a rogue dictator in North Korea Kim Jong Un who has been relentless in his pursuit of nuclear weapons. Although Kim Jong Un is no Neo Nazi, his strategy to recklessly threaten other nations with nuclear weapons certainly has raised tensions about a nuclear war globally. Kim Jong Un and his nuclear power ambitions have evolved into an ultimate Global Sum of All Fears. In this report, we explore three major issues related to North Korea:Economic Sanctions Against North Korea - They Have Not Worked in the Past Two Decades, Will They Work This Time?China is Angry at South Korea for Installing THAAD - What if the US Allows South Korea to Place Nukes in South Korea?Continued Large Scale Nuclear Testings in North Korea Could Trigger the Eruption of Mount Paektu.

The Millennium Eruption of 946 & The Sum of All Fears in 2017