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

KT Corp: Near 6% Dividend Yield, Stock Swap with Shinhan Bank, IPO of K-Bank, & Shift to Value

Outperforming Value Stocks With Contrarian Qualities in KOSPI200

KT Corp: Announces a Spin-Off of the Cloud and IDC Business

Continued Selling of Korean Stocks by the NPS - A Key Reason Why KOSPI Is Underperforming This Year

NPS Is Selling Big in Korea - Will This Lead to an Underperformance of KOSPI in 2021?

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

Cross Asset Strategy

<ul>
<li>In this insight, we discuss the major stocks recently bought and sold by the NPS in Korea. </li>
<li>We used the 100 largest companies (common stocks, by market cap) in KOSPI for this analysis. </li>
<li><strong>NPS has been adding more value stocks among its big portfolio of Korean stocks. NPS has been more aggressive in reducing capital allocation of cyclical related stocks. </strong></li>
</ul>


In this insight, we discuss the major stocks recently bought and sold by the NPS in Korea. 
We used the 100 largest companies (common stocks, by market cap) in KOSPI for this analysis. 
NPS has been adding more value stocks among its big portfolio of Korean stocks. NPS has been more aggressive in reducing capital allocation of cyclical related stocks. 


What Is NPS Buying & Selling in Korea?