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

Thematic (Sector/Industry)

South korea Consumer discretionary / Thematic (Sector/Industry)

<p>There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after President Park mentioned that quantitative easing should be considered positively.  Her remarks came out on 26 April 2016. <strong>Her comments may have helped to weaken the Won, which declined 2% versus USD from 25 April to 13 May.</strong> During this period, the US dollar index (DXY) declined only 0.3%. Before we provide our views, first here are the facts:</p><ul><li>Many members…</li></ul>

There have been lots of discussions in Korea's media about Korea's version of Quantitative Easing in the past several weeks, especially after President Park mentioned that quantitative easing should be considered positively.  Her remarks came out on 26 April 2016. Her comments may have helped to weaken the Won, which declined 2% versus USD from 25 April to 13 May. During this period, the US dollar index (DXY) declined only 0.3%. Before we provide our views, first here are the facts:Many members…

Samsung Fire & Marine Insurance (000810 KS)

Samsung Electro Mechanics Co, Ltd. (009150 KS)

Hyundai Engineering & Construction (000720 KS)

HD Korea Shipbuilding & Offshore Engineering (009540 KS)

HD Korea Shipbuilding & Offshore Engineering