Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

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In this insight, I analyze the top 200 Youtube channels in Korea and provide the top 7 investment ideas from this data. For the top 200 most popular Youtube channels, I used the ranking from <a href="https://socialblade.com/youtube/top/country/kr" target="_blank" rel="noopener">Socialblade website</a>. 
Youtube has become one of the most watched contents in Korea, taking away significant market share from other contents including terrestrial TV, cable TV, cinema movies, and other Internet contents. By better understanding what Koreans are watching on Youtube, investors are likely to better understand the fast changing dynamics of the Korean media and OTT industries. 
To prepare for this insight, I have taken look at all 200 of these Youtube channels and their videos. It took many hours to go through them all (even glancing at some of these videos quickly) but I hope you enjoy the insight!
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In this insight, I analyze the top 200 Youtube channels in Korea and provide the top 7 investment ideas from this data. For the top 200 most popular Youtube channels, I used the ranking from Socialblade website. 
Youtube has become one of the most watched contents in Korea, taking away significant market share from other contents including terrestrial TV, cable TV, cinema movies, and other Internet contents. By better understanding what Koreans are watching on Youtube, investors are likely to better understand the fast changing dynamics of the Korean media and OTT industries. 
To prepare for this insight, I have taken look at all 200 of these Youtube channels and their videos. It took many hours to go through them all (even glancing at some of these videos quickly) but I hope you enjoy the insight!


Top 7 Investment Ideas from Top 200 Youtube Channels in Korea (Mukbang Included)

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

The S&amp;P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern. Sending the generals into battle often ends up with no more leaders. Our view of the markets is to deploy a barbell approach of growth and safety. While growth continues to outperform, it does so without the small-caps. Meanwhile utilities and staples continue to march just behind the growth areas of the market, and have been unable to reach new RS highs since the December decline. In this report we detail our investment thesis and outlook for U.S. equities, highlighting our favorite sectors and bottoms up ideas.

The S&amp;P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern. Sending the generals into battle often ends up with no more leaders. Our view of the markets is to deploy a barbell approach of growth and safety. While growth continues to outperform, it does so without the small-caps. Meanwhile utilities and staples continue to march just behind the growth areas of the market, and have been unable to reach new RS highs since the December decline. In this report we detail our investment thesis and outlook for U.S. equities, highlighting our favorite sectors and bottoms up ideas.

U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Equity Bottom-Up

<ul>
<li>Figma reported a solid 1Q’FY26, reflecting the highest net dollar retention rate of 139% in over 2 years, and strong overall (+55% YoY) and large customer (+48% YoY) growth.</li>
<li>Management has noted the early traction from AI credit monetization, which started on March 18. Revenue grew 46% YoY to ~$333M, accelerating from 40% in the prior quarter.</li>
<li>With shares down ~32% in 2026, Figma has underperformed the IGV (-4.98%). I view valuation as attractive, but the competition fears might weigh on the stock in the near term.</li>
</ul>


Figma reported a solid 1Q’FY26, reflecting the highest net dollar retention rate of 139% in over 2 years, and strong overall (+55% YoY) and large customer (+48% YoY) growth.
Management has noted the early traction from AI credit monetization, which started on March 18. Revenue grew 46% YoY to ~$333M, accelerating from 40% in the prior quarter.
With shares down ~32% in 2026, Figma has underperformed the IGV (-4.98%). I view valuation as attractive, but the competition fears might weigh on the stock in the near term.


Findell Turns Bullish on Figma. Attractive Valuation, But Range Bound Till Competition Fears Ease

The S&amp;P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental information on a variety of issues including trade talks, Fed action and earnings.  Meanwhile, We are upgrading equal-weighted Technology to overweight. Our equal-weighted Tech Sector has surged to the top of our RSR ranks due to broad-based strength in semiconductors last week. Solar stocks are another Group that is emerging as leadership. In today’s report we highlight attractive small-cap Technology stocks, as well as selection of key stocks (MSFT, AMZN, GOOGL, V, NFLX, and ADBE) and subsectors (semis, biotech, and homebuilders) which are all up against logical price resistance.

The S&amp;P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental information on a variety of issues including trade talks, Fed action and earnings.  Meanwhile, We are upgrading equal-weighted Technology to overweight. Our equal-weighted Tech Sector has surged to the top of our RSR ranks due to broad-based strength in semiconductors last week. Solar stocks are another Group that is emerging as leadership. In today’s report we highlight attractive small-cap Technology stocks, as well as selection of key stocks (MSFT, AMZN, GOOGL, V, NFLX, and ADBE) and subsectors (semis, biotech, and homebuilders) which are all up against logical price resistance.

U.S. Equity Strategy: Market in Wait-And-See Mode; Upgrading Tech

The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as the bellwether of global currencies, something seems amiss. Higher interest rates have doused the market’s advance, with 10-year yields double what they once were just three years ago. Investors are being jostled about as a determination is made as to whether the Fed has gone too far and too fast. Our concern here is that the Fed is creating a conundrum, indicating that higher rates are still forthcoming despite what we, and the market, are viewing as the possible end of the bull market...In our November Strategy publication, we outline a host of indicators we are watching for signs of the market's health.  In addition we highlight a number of actionable setups within Health care, Consumer Staples and Technology.

The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as the bellwether of global currencies, something seems amiss. Higher interest rates have doused the market’s advance, with 10-year yields double what they once were just three years ago. Investors are being jostled about as a determination is made as to whether the Fed has gone too far and too fast. Our concern here is that the Fed is creating a conundrum, indicating that higher rates are still forthcoming despite what we, and the market, are viewing as the possible end of the bull market...In our November Strategy publication, we outline a host of indicators we are watching for signs of the market's health.  In addition we highlight a number of actionable setups within Health care, Consumer Staples and Technology.

U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market

United States

Adobe Systems Incorporated develops, markets, and supports computer software products and technologies.  The Company's products allow users to express and use information across all print and electronic media.  Adobe offers a line of application software products, type products, and content for creating, distributing, and managing information.

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Adobe Systems (ADBE US)

Top 7 Investment Ideas from Top 200 Youtube Channels in Korea (Mukbang Included)

In this insight, I analyze the top 200 Youtube channels in Korea and provide the top 7 investment ideas from this data. For the top 200 most...

Douglas Kim

U.S. Equity Strategy: Growth And Safety Are The Plays To Stay With

The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern....

Vermilion Research

Findell Turns Bullish on Figma. Attractive Valuation, But Range Bound Till Competition Fears Ease

Figma stock trades below IPO offer price of $33.00 per share. I view current valuation as attractive. However, the competition fears may continue...

Andrei Zakharov

U.S. Equity Strategy: Market in Wait-And-See Mode; Upgrading Tech

The S&P 500 has paused just below logical resistance at the downtrend, and we believe the equity market is in wait-and-see mode for incremental...

Vermilion Research

U.S. Equity Strategy & Sector Commentaries: Defensive Sectors Leading = Unhealthy Market

The “Big” rally has now faded less than a week from its start. While many point to a robust economy, strong GDP, and a strengthening U.S. dollar as...

Vermilion Research

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