Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7 stocks.</li>
<li>We provide seven major reasons why Koreans' investments in the US stocks (especially MAG7) have been surging in the past several years. </li>
<li>When will they sell? We provide some clues on this.</li>
</ul>


In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7 stocks.
We provide seven major reasons why Koreans' investments in the US stocks (especially MAG7) have been surging in the past several years. 
When will they sell? We provide some clues on this.


7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?

Expert on Japan Retail and Consumer Markets, JapanConsuming

Michael Causton

Expert on Japan Retail and Consumer Markets

Real Insight on Japanese Consumer Markets

JapanConsuming

JapanConsuming is a specialist research firm producing intelligence on Japanese retail and consumer markets. Founded in 2000, JapanConsuming has become the leading provider of insights on Japanese retailers and consumer trends to retailers, brands, government agencies and investors. As well as a highly regarded monthly report on the market, JapanConsuming produces in-depth reports on retail sectors, seminars on key trends and telephone consulting to investors on trends and retailers.

JapanConsuming was founded by Michael Causton and Roy Larke. 

Equity Bottom-Up

<ul>
<li>E-Commerce is a natural fit for furniture brands given the difficulty of taking purchases home from stores.</li>
<li>A number of start-ups are attracting investment and growing fast, but more established online players like Lowya are now opening stores given demand to try out furniture before purchase.</li>
<li>Industry estimates suggest the e-commerce home decor market is growing at twice the rate of the market overall.</li>
</ul>


E-Commerce is a natural fit for furniture brands given the difficulty of taking purchases home from stores.
A number of start-ups are attracting investment and growing fast, but more established online players like Lowya are now opening stores given demand to try out furniture before purchase.
Industry estimates suggest the e-commerce home decor market is growing at twice the rate of the market overall.


Vega and Rivals Expand Home Decor E-Commerce in Japan

Derivatives and Quantitative Strategist

Gaudenz Schneider

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd-d7b798e2-202d-4e01-9a1e-799e2ae8f0c7" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba (9988 HK</a>/ <a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd" target="_blank" data-smartkarma-citation="entities:787:1" rel="noopener">BABA US)</a>will announce quarterly results on Friday, August 29, 7:30 p.m. Hong Kong Time. The timing is crucial for options expiries in HK and the US.</li>
<li>
Highlight: The options market provides estimates for the anticipated price move. Implied volatility is projected to decline post-event; this Insight maps the resulting term structure.</li>
<li>
Why Read: Get the expected move and a view of the post-event volatility term structure.</li>
</ul>



Alibaba (9988 HK/ BABA US)will announce quarterly results on Friday, August 29, 7:30 p.m. Hong Kong Time. The timing is crucial for options expiries in HK and the US.

Highlight: The options market provides estimates for the anticipated price move. Implied volatility is projected to decline post-event; this Insight maps the resulting term structure.

Why Read: Get the expected move and a view of the post-event volatility term structure.


Alibaba (9988 HK): Expected Earnings-Day Swings and Options Market View

Equity Derivatives

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alibaba-group-holding-ltd-d7b798e2-202d-4e01-9a1e-799e2ae8f0c7" target="_blank" data-smartkarma-citation="entities:28434:1" rel="noopener">Alibaba (9988 HK)</a> will announce quarterly results on Friday, August 29, 7:30 p.m. Hong Kong Time.  In the lead-up, options strategies on the Hong Kong Exchange showcase a variety of approaches.</li>
<li>
Highlights: Recent option trades show a bias towards bullish sentiment. Two strategies using weekly options expiring soon after the earnings announcement are explored.</li>
<li>
Why Read: This review offers real-market insight into how sophisticated participants are positioning ahead of Tencent’s earnings.</li>
</ul>



Alibaba (9988 HK) will announce quarterly results on Friday, August 29, 7:30 p.m. Hong Kong Time.  In the lead-up, options strategies on the Hong Kong Exchange showcase a variety of approaches.

Highlights: Recent option trades show a bias towards bullish sentiment. Two strategies using weekly options expiring soon after the earnings announcement are explored.

Why Read: This review offers real-market insight into how sophisticated participants are positioning ahead of Tencent’s earnings.


Alibaba (9988 HK): Top Trades Ahead of Earnings

<ul>
<li>It was reported today that SoftBank sold 2.3 trillion won ($1.7 billion) worth of Coupang (CPNG US) shares this year.</li>
<li>The total number of Coupang shares sold in three rounds this year by SoftBank is 60 million, worth $1.66 billion (2.3 trillion won).</li>
<li>We believe that this partial stake sale of SoftBank by Coupang is likely to have a moderately negative impact on Coupang.</li>
</ul>


It was reported today that SoftBank sold 2.3 trillion won ($1.7 billion) worth of Coupang (CPNG US) shares this year.
The total number of Coupang shares sold in three rounds this year by SoftBank is 60 million, worth $1.66 billion (2.3 trillion won).
We believe that this partial stake sale of SoftBank by Coupang is likely to have a moderately negative impact on Coupang.


SoftBank Sold 2.3 Trillion Won Worth of Coupang In 2025

United States

Amazon.com, Inc. is an online retailer that offers a wide range of products. The Company's products include books, music, videotapes, computers, electronics, home and garden, and numerous other products.  Amazon offers personalized shopping services, Web-based credit card payment, and direct shipping to customers.

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Amazon (AMZN US)

7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?

In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7...

Douglas Kim

Vega and Rivals Expand Home Decor E-Commerce in Japan

E-commerce furniture brands are growing as consumers seek convenience and selection, with industry growth outpacing overall market trends but Vega...

Michael Causton

Alibaba (9988 HK): Expected Earnings-Day Swings and Options Market View

Alibaba (BABA US // 9988 HK) reports today, 29 Aug pre-open US. US-listed options expiring 29 Aug price a 1-day move of 5.8%, with the ATM...

Gaudenz Schneider

Alibaba (9988 HK): Top Trades Ahead of Earnings

As Alibaba heads into 29 August earnings, option markets reveal activity from near-term spreads to longer-dated positioning. This Insight unpacks...

Gaudenz Schneider

SoftBank Sold 2.3 Trillion Won Worth of Coupang In 2025

SoftBank sold 2 .3 trillion won ($1.7 billion) worth of Coupang (CPNG US) shares this year. This partial stake sale of SoftBank by Coupang is...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

7 Main Reasons Driving Surging Ownership into MAG7 Stocks by Korean Investors: When Will They Sell?

In this insight, we discuss the sharp capital flight out of Korea into major stocks in the US in the past several years, especially into the MAG7...

Douglas Kim

Vega and Rivals Expand Home Decor E-Commerce in Japan

​E-commerce furniture brands are growing as consumers seek convenience and selection, with industry growth outpacing overall market trends but Vega...

Michael Causton

Alibaba (9988 HK): Expected Earnings-Day Swings and Options Market View

Alibaba (BABA US // 9988 HK) reports today, 29 Aug pre-open US. US-listed options expiring 29 Aug price a 1-day move of 5.8%, with the ATM...

Gaudenz Schneider

Alibaba (9988 HK): Top Trades Ahead of Earnings

As Alibaba heads into 29 August earnings, option markets reveal activity from near-term spreads to longer-dated positioning. This Insight unpacks...

Gaudenz Schneider

SoftBank Sold 2.3 Trillion Won Worth of Coupang In 2025

SoftBank sold 2 .3 trillion won ($1.7 billion) worth of Coupang (CPNG US) shares this year. This partial stake sale of SoftBank by Coupang is...

Douglas Kim

E-commerce furniture brands are growing as consumers seek convenience and selection, with industry growth outpacing overall market trends but Vega...