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

THAAD Related Risks Expand to the Korean Chemical Sector

China's THAAD Retaliation Is Getting Worse, Not Better

Harsher US Sanctions Not Just on North Korea but Also on China

Equity Bottom-Up

It was reported in the Korean media that the Trump administration may enforce a sweeping "safeguard" of the US solar sector, which could have a major negative impact on the Korean solar sector, especially on Hanwha Q-Cells - major owner is <a href="https://www.smartkarma.com/entities/8656" target="_blank" data-smartkarma-citation="entities:8656:1">Hanwha Chemical Corp (009830 KS)</a> ), LG Electronics, and Hyundai Heavy Green Energy which export the solar modules and cells to the US. In 2016, Korean companies exported US$1.2 billion worth of solar cells to the US. If this "safeguard" for the US solar sector…

It was reported in the Korean media that the Trump administration may enforce a sweeping "safeguard" of the US solar sector, which could have a major negative impact on the Korean solar sector, especially on Hanwha Q-Cells - major owner is Hanwha Chemical Corp (009830 KS) ), LG Electronics, and Hyundai Heavy Green Energy which export the solar modules and cells to the US. In 2016, Korean companies exported US$1.2 billion worth of solar cells to the US. If this "safeguard" for the US solar sector…

HD Korea Shipbuilding & Offshore Engineering (009540 KS)

HD Korea Shipbuilding & Offshore Engineering

Trump Administration May Enforce A "Safeguard" Of US Solar Sector: Impact on Korean Solar Companies

Hanwha Solutions

Trump Administration May Enforce A "Safeguard" Of US Solar Sector: Impact on Korean Solar Companies