Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

Internet of Things will change the world. This is Part 1, focusing on the patent leaders in the Internet of Things in Korea.Why focus on Internet of Things in Korea? Korea is one of the most technologically advanced countries in the world, especially in Internet and technology. Our aim is to conduct a deep-dive, bottom-up analysis of the IoT sector in Korea so that it could help the investors to realize the sales and earnings contribution potential of the IoT business to the Korean companies’ top-line and bottom growth.Who are the patent leaders of IoT in Korea? Some of the leaders in the IoT sector have tried to enlarge the competitive barriers by their patents. In fact, a few of the Korean companies are global leaders in claiming the most number of patents in the IoT. We believe that reviewing the major leaders of the patent leaders of the IoT is one of the first steps towards figuring out who could be the major beneficiaries of the growth of IoT in Korea. Three companies in Korea particular, including LG Electronics, Samsung Electronics, and KT Corp currently stand out in Korea as having the most number of patents related to IoT. LG Electronics has the largest number of IoT related patents in Korea and among the top five globally. LG Electronics owned 139 IoT patents as of 2014.

Internet of Things will change the world. This is Part 1, focusing on the patent leaders in the Internet of Things in Korea.Why focus on Internet of Things in Korea? Korea is one of the most technologically advanced countries in the world, especially in Internet and technology. Our aim is to conduct a deep-dive, bottom-up analysis of the IoT sector in Korea so that it could help the investors to realize the sales and earnings contribution potential of the IoT business to the Korean companies’ top-line and bottom growth.Who are the patent leaders of IoT in Korea? Some of the leaders in the IoT sector have tried to enlarge the competitive barriers by their patents. In fact, a few of the Korean companies are global leaders in claiming the most number of patents in the IoT. We believe that reviewing the major leaders of the patent leaders of the IoT is one of the first steps towards figuring out who could be the major beneficiaries of the growth of IoT in Korea. Three companies in Korea particular, including LG Electronics, Samsung Electronics, and KT Corp currently stand out in Korea as having the most number of patents related to IoT. LG Electronics has the largest number of IoT related patents in Korea and among the top five globally. LG Electronics owned 139 IoT patents as of 2014.

Internet of Things Will Change the World (Part 1) - Korea; Patent Leaders

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Equity Bottom-Up

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is not a matter of whether Kakao overpaid or not. The truly important thing is that Kakao desperately needs Loen for whatever price it is. It is now very clear that Kakao Chairman Kim Beom-su needs to be a down-to-earth person again, particularly at this crucial moment when the combined company of Kakao and Daum is still struggling to meet high…

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is not a matter of whether Kakao overpaid or not. The truly important thing is that Kakao desperately needs Loen for whatever price it is. It is now very clear that Kakao Chairman Kim Beom-su needs to be a down-to-earth person again, particularly at this crucial moment when the combined company of Kakao and Daum is still struggling to meet high…

Kakao (035720), Why Loen (016170)? Overpay?

South Korea

Kakao Corp. provides Internet portal services such as news, free e-mail, and leisure information.  The Company also offers cross-platform mobile messaging application that allows users to exchange messages.

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Kakao Corp (035720 KS)

Internet of Things Will Change the World (Part 1) - Korea; Patent Leaders

Internet of Things will change the world. This is Part 1, focusing on the patent leaders in the Internet of Things in Korea.Why focus on Internet...

Douglas Kim

Kakao (035720), Why Loen (016170)? Overpay?

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is...

Sanghyun Park

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52-week Range

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