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

Discussions with Korean Telcos on the 5G Service Roll-Out

SK Tomorrow & SK Telecom's Implied Valuation Analysis Post Split

SK Telecom - Benchmarking Alphabet to Potentially Create SK Tomorrow

Equity Bottom-Up

<div class="content-highlight">
<p><strong>Ubiquoss Holdings (078070 KS)</strong> is a holding company of the Ubiquoss related companies. We believe that Ubiquoss Holdings (market cap of US$102 million) is a dirt cheap company that is highly undervalued due to the following key reasons:</p>
<ul><li>At end of 3Q17, the company had 85.4 billion won in cash &amp; short-term investments and 2.0m shares in treasury shares, representing 9.5% of total shares outstanding. The company has no financial debt. <strong>Its cash, short term investments, and treasury shares represents</strong>…</li></ul>
</div>


Ubiquoss Holdings (078070 KS) is a holding company of the Ubiquoss related companies. We believe that Ubiquoss Holdings (market cap of US$102 million) is a dirt cheap company that is highly undervalued due to the following key reasons:
At end of 3Q17, the company had 85.4 billion won in cash &amp; short-term investments and 2.0m shares in treasury shares, representing 9.5% of total shares outstanding. The company has no financial debt. Its cash, short term investments, and treasury shares represents…


Ubiquoss Holdings - Dirt Cheap Company with Excellent Technology in 5G Equipment