Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Cross Asset Strategy

<ul>
<li>This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the locals). </li>
<li>The potential inclusions include Meritz F&amp;M Insurance, Hana Tour, SD Biosensor, Hanil Cement, K Car, F&amp;F, and Iljin Hysolus. </li>
<li>The potential exclusions include CJ CGV, SK Discovery, Nexen Tire, SNT Motiv, Cuckoo Holdings, Bukwang Pharm, and Youngjin Pharm. </li>
</ul>


This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the locals). 
The potential inclusions include Meritz F&amp;M Insurance, Hana Tour, SD Biosensor, Hanil Cement, K Car, F&amp;F, and Iljin Hysolus. 
The potential exclusions include CJ CGV, SK Discovery, Nexen Tire, SNT Motiv, Cuckoo Holdings, Bukwang Pharm, and Youngjin Pharm. 


Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals

Thematic (Sector/Industry)

<h2>JAPAN</h2>NTT DOCOMO - Travis Lundy writes about this company in his note, <a href="https://www.smartkarma.com/insights/ntt-docomo-tender-offer-buyback-event" target="_blank" data-smartkarma-citation="insights:16046">NTT Docomo : Tender Offer Buyback Event</a>. Travis says that he would want to be long NTT Docomo and short NTT for a "drift trade" over the next 3 months. There will be buying support on NTT Docomo whereas the NTT buyback pressure putting a cushion under the stock price is likely done for now. The structure of the buyback also suggests that Docomo would buy back some 10-15% of ADV between mid-January and late March to complete…

JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be long NTT Docomo and short NTT for a "drift trade" over the next 3 months. There will be buying support on NTT Docomo whereas the NTT buyback pressure putting a cushion under the stock price is likely done for now. The structure of the buyback also suggests that Docomo would buy back some 10-15% of ADV between mid-January and late March to complete…

The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

MSCI Emerging Markets Index / Technical Analysis

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of bottom-up recommendations, spanning most sectors and all market capitalizations.

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of bottom-up recommendations, spanning most sectors and all market capitalizations.

Emerging Markets: Technical Strategy & Reccommendations

The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when <a href="https://www.smartkarma.com/entities/8656" target="_blank" data-smartkarma-citation="entities:8656:1">Hanwha Chemical Corp (009830 KS)</a> became the first company to proactively file its application. The One-Shot Act was passed into law in February 2016. The One-Shot Act will help companies to accelerate spin-offs and mergers through simplified structures as well as provide tax benefits and subsidies for R&amp;D. The companies that want to benefit from the One-Shot Act need to…

The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical Corp (009830 KS) became the first company to proactively file its application. The One-Shot Act was passed into law in February 2016. The One-Shot Act will help companies to accelerate spin-offs and mergers through simplified structures as well as provide tax benefits and subsidies for R&amp;D. The companies that want to benefit from the One-Shot Act need to…

Start of One-Shot Act - The Good, Bad, and the Ugly

Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27 July 2016, there were 64 listed companies that announced share buybacks, up 36% YoY.<div class="content-highlight">The alpha generation for share buybacks in Korea can be found in KOSDAQ listed companies. Of the 64 companies that announced share buybacks, 35 of them were listed in KOSDAQ. (The average price performance of these 35 companies were 8.5% from beginning of this year as…</div>

Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27 July 2016, there were 64 listed companies that announced share buybacks, up 36% YoY.The alpha generation for share buybacks in Korea can be found in KOSDAQ listed companies. Of the 64 companies that announced share buybacks, 35 of them were listed in KOSDAQ. (The average price performance of these 35 companies were 8.5% from beginning of this year as…

Alpha Generation & Share Buybacks in Korea

South Korea

SK Discovery Co.,Ltd. wholesales and distributes natural gas. The Company wholesales and distributes propylene, propane, and other natural gas SK Discovery markets its products throughout South Korea.

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Sk Discovery (006120 KS)

Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals

This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the...

Douglas Kim

The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research

JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be...

Douglas Kim

Emerging Markets: Technical Strategy & Reccommendations

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...

Vermilion Research

Start of One-Shot Act - The Good, Bad, and the Ugly

The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals

This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the...

Douglas Kim

The Week That Was in NorthAsia@Smartkarma: 5G, Xi-Moon Meeting, & Independent Research

JAPANNTT DOCOMO - Travis Lundy writes about this company in his note, NTT Docomo : Tender Offer Buyback Event. Travis says that he would want to be...

Douglas Kim

Emerging Markets: Technical Strategy & Reccommendations

Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...

Vermilion Research

Start of One-Shot Act - The Good, Bad, and the Ugly

The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...

Douglas Kim

Alpha Generation & Share Buybacks in Korea

Korean companies are showing increasing willingness to buyback shares. Korea Stock Exchange announced that from beginning of this year to as of 27...

Douglas Kim