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

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Potential Additions & Deletions in MSCI Korea Rebalance in May 2022

The Russia & Ukraine War Forcing Capital to Shift into Cybersecurity Stocks

Potential Semiconductor Supply Chain Crisis if Russia Invades Ukraine?

Russia Could Be Excluded from MSCI EM: Impact on the MSCI Korea EM & Trading Angle

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

Equity Bottom-Up

<ul>
<li>On 2 March, it was reported in numerous media that Apple Inc will stop all product sales in Russia. This is a measure in response to Russia's invasion of Ukraine.</li>
<li>The US-led <strong>Foreign Direct Product Rule (FDPR) regulation</strong> may force a more stringent sanction that could force Samsung to stop selling smartphones in Russia. </li>
<li>Despite these concerns about FDPR, the decision as to whether to totally block Samsung's smartphone sales to Russia has not been finalized. </li>
</ul>


On 2 March, it was reported in numerous media that Apple Inc will stop all product sales in Russia. This is a measure in response to Russia's invasion of Ukraine.
The US-led Foreign Direct Product Rule (FDPR) regulation may force a more stringent sanction that could force Samsung to stop selling smartphones in Russia. 
Despite these concerns about FDPR, the decision as to whether to totally block Samsung's smartphone sales to Russia has not been finalized. 


Will Samsung Follow Apple and Be Forced to Stop Selling Smartphones in Russia Due to FDPR Rule?

Samsung Electronics

Will Samsung Follow Apple and Be Forced to Stop Selling Smartphones in Russia Due to FDPR Rule?