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

What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK Group. He has spent more than 3 years contemplating this strategy in his prison cell. It is the time for him to put the ideas into action.It is a well-known fact that Chairman Chey is aiming to build the following three major pillars for SK Group: energy (SK Innovation - 096770), telecommunication (SK Telecom - 017670) and semiconductor (SK Hynix -…

What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK Group. He has spent more than 3 years contemplating this strategy in his prison cell. It is the time for him to put the ideas into action.It is a well-known fact that Chairman Chey is aiming to build the following three major pillars for SK Group: energy (SK Innovation - 096770), telecommunication (SK Telecom - 017670) and semiconductor (SK Hynix -…

SK Telecom (017670): What Is Chairman Chey Really Thinking?

South Korea

SK Holdings Co., Ltd. is a holdings company that is engaged in various industries including energy, chemicals, information technology, semiconductors, marketing, and services businesses in South Korea and internationally.

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SK Inc (034730 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

SK Telecom (017670): What Is Chairman Chey Really Thinking?

What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK...

Sanghyun Park

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52-week Range

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