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F&F - To Sell Its Stake in TaylorMade to Buy Canada Goose?
The M&A of TaylorMade is coming to a conclusion in the next few weeks.
27 mins ago
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Douglas Kim
1
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LS Corp - Pushing to Allocate IPO Shares of Essex Solutions to Existing LS Corp Shareholders
Simultaneous to the IPO of Essex Solutions, LS Corp is also pushing to reforms that would allocate IPO shares of Essex Solutions to the existing…
8 hrs ago
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Douglas Kim
1
Hyundai Motor Preferred - Time to Catch Up to Common Shares
In this insight, we argue how the gap between Hyundai Motor (005380 KS) (common) and Hyundai Motor (005385 KS) (preferred) shares has widened too much.
Jan 15
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Douglas Kim
1
K Bank IPO Valuation Analysis (Key Beneficiary of Stablecoin Expansion in Korea)
Our base case valuation of K Bank is target price of 11,986 won per share, which is 26% higher than the high end of the IPO price range.
Jan 14
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Douglas Kim
1
Hanwha Corp: Creation of Two Separate Holding Companies & Cancellation of 5.9% of Outstanding Shares
On 14 January, Hanwha Corp announced that it will create two separate holding companies for the Hanwha Group - Hanwha Corp and Hanwha Machinery …
Jan 14
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Douglas Kim
1
2
Elon Musk's Starlink - A Technology to Accelerate the Collapse of North Korea?
Starlink is a satellite broadband service provided by Elon Musk’s SpaceX.
Jan 13
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Douglas Kim
1
K Bank IPO Preview (Third Try Is a Charm?)
K Bank is getting ready to complete its IPO on the KOSPI exchange in February 2026.
Jan 13
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Douglas Kim
1
KT Corp: Likely to Outperform Due to IPOs of HD Hyundai Robotics and K-Bank in 2026
Although KT Corp has been underperforming KOSPI in the past six months, we now expect KT to outperform mainly due to its minority stakes in HD Hyundai…
Jan 12
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Douglas Kim
1
Initial Thoughts on the HD Hyundai Robotics IPO
HD Hyundai Robotics is getting ready to complete its IPO in Korea in 2026.
Jan 12
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Douglas Kim
1
1
Deokyang Energen Corp IPO Preview
Deokyang Energen is getting ready to complete its IPO on the KOSDAQ exchange in January.
Jan 10
•
Douglas Kim
1
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Douglas Research Insights is an investment newsletter focusing on the Korean/Asian equity markets.
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