Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>There is an important upcoming change in regulation for land value disclosures in Korea. </li>
<li>Starting December year end companies' financials, the "officially assessed land values" (공시지가) will become mandatory in the financial footnotes.</li>
<li>I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea. </li>
</ul>


There is an important upcoming change in regulation for land value disclosures in Korea. 
Starting December year end companies' financials, the "officially assessed land values" (공시지가) will become mandatory in the financial footnotes.
I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea. 


Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
 <li>
<a href="https://smartkarma.com/entities/daesung-industrial-co-ltd">Daesung Industrial</a> is a highly diversified South Korean conglomerate with core operations in energy distribution (petroleum and gas) and industrial machinery, alongside interests in construction, distribution, and renewable energy.</li>
 <li>The company exhibits significant financial volatility, with negative net income in two of the last three fiscal years and a highly concerning -72.4% 3-year Net Income CAGR, reflecting operational challenges and market pressures.</li>
 <li>Despite poor profitability and growth metrics, the company's stock trades at a low Price-to-Book ratio of 0.4, and management has recently initiated shareholder-friendly actions by securing resources for dividend payments after a period of no distributions.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Daesung Industrial is a highly diversified South Korean conglomerate with core operations in energy distribution (petroleum and gas) and industrial machinery, alongside interests in construction, distribution, and renewable energy.
  The company exhibits significant financial volatility, with negative net income in two of the last three fiscal years and a highly concerning -72.4% 3-year Net Income CAGR, reflecting operational challenges and market pressures.
  Despite poor profitability and growth metrics, the company's stock trades at a low Price-to-Book ratio of 0.4, and management has recently initiated shareholder-friendly actions by securing resources for dividend payments after a period of no distributions.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Daesung Industrial (128820 KS) - Apr 2026

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

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform using the Discovery Tool.  See the attached report for a complete list of our recommendations from this list.

Event-Driven

<ul>
<li>In this insight, we discuss recent, active insiders buying and selling their shares prior to the mandatory block deal pre-announcement requirement starting 24 July in Korea.</li>
<li>The three companies that announced insiders selling (July) are down on average 3% YTD. However, the three companies that announced insiders buying (July) are up on average 74% YTD. </li>
<li>LS Cable has been consistently increasing its ownership of LS Marine Solution, up from 46% stake as of 27 May 2024 to 56.14% as of 8 July 2024.</li>
</ul>


In this insight, we discuss recent, active insiders buying and selling their shares prior to the mandatory block deal pre-announcement requirement starting 24 July in Korea.
The three companies that announced insiders selling (July) are down on average 3% YTD. However, the three companies that announced insiders buying (July) are up on average 74% YTD. 
LS Cable has been consistently increasing its ownership of LS Marine Solution, up from 46% stake as of 27 May 2024 to 56.14% as of 8 July 2024.


Insiders Buying and Selling Prior To Mandatory Block Deal Pre-Announcement Requirement in Korea

<ul>
<li>
<a href="https://www.smartkarma.com/entities/motonic-corp" target="_blank" data-smartkarma-citation="entities:4404:1" rel="noopener">Motonic Corp (009680 KS)</a> is the 16th company in our Korea Small Cap Gems series. </li>
<li>Motonic's net cash (including treasury shares) total 432 billion won, which would represent 148% of the company's current market cap. </li>
<li>Established in 1974, Motonic Corp makes automobile parts in Korea. Its main products consist of liquefied petroleum injection (LPI) systems, clutches, and continuously variable valve lifts (CVVLs). </li>
</ul>



Motonic Corp (009680 KS) is the 16th company in our Korea Small Cap Gems series. 
Motonic's net cash (including treasury shares) total 432 billion won, which would represent 148% of the company's current market cap. 
Established in 1974, Motonic Corp makes automobile parts in Korea. Its main products consist of liquefied petroleum injection (LPI) systems, clutches, and continuously variable valve lifts (CVVLs). 


South Korea

Daesung Industrial Co., Ltd. purchases and distributes petroleum and gas products through its gasoline stations and propane gas filling stations. The Company also distributes electricity, offers construction services, and manufactures industrial machinery.  In addition, Daesung Industrial invests in venture capital through its subsidiary.

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Daesung Industrial (128820 KS)

Change in Disclosure of Land Value in Korea (Officially Assessed Land Value): Top 30 Beneficiaries

I provide a list of 30 companies that could be key beneficiaries of the change in regulation for land value disclosures in Korea.

Douglas Kim

Primer: Daesung Industrial (128820 KS) - Apr 2026

Daesung Industrial is a highly diversified South Korean conglomerate with core operations in energy distribution (petroleum and gas) and...

αSK Primers

Popular Stocks, Attractive Charts

Actionable Charts from Smart Karma’s Most-Searched Tickers.We ran through a list of the most frequently searched tickers on the SmartKarma platform...

Vermilion Research

Insiders Buying and Selling Prior To Mandatory Block Deal Pre-Announcement Requirement in Korea

In this insight, we discuss recent, active insiders buying and selling their shares prior to the mandatory block deal pre-announcement requirement...

Douglas Kim

Korea Small Cap Gem #16: Motonic Corp

Motonic's net cash (including treasury shares) total 432 billion won, which would represent 148% of the company's current market cap. Motonic is a...

Douglas Kim

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