Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Douglas Research Advisory

Event-Driven

<ul>
<li>On 18 August, WSJ reported that the Donald Trump wants to meet North Korea's Kim Jong-Un as soon as this fall.</li>
<li>There is a trade involving this event which is to go long on a basket of stocks related to North Korea reconciliation leading up to meeting between Trump and Kim.</li>
<li>I provide a list of 10 Korean stocks that could benefit from a reconciliation with NK. A key risk with this trade is if Trump and Kim never meets again.</li>
</ul>


On 18 August, WSJ reported that the Donald Trump wants to meet North Korea's Kim Jong-Un as soon as this fall.
There is a trade involving this event which is to go long on a basket of stocks related to North Korea reconciliation leading up to meeting between Trump and Kim.
I provide a list of 10 Korean stocks that could benefit from a reconciliation with NK. A key risk with this trade is if Trump and Kim never meets again.


WSJ Reports Trump Wants to Meet Kim Jong-Un in 2026 - Impact on North Korea Related Stocks

Equity Bottom-Up

<ul>
<li>On 10 February , Hyundai Elevator Co (017800 KS) announced DPS of 12,010 won in 2025, which represents a dividend yield of 11.5% at the current price.</li>
<li>This sharply higher dividend payment is likely to positively impact Hyundai Elevator Co (017800 KS) in the next 6-12 months.</li>
<li>By deciding to pay DPS of 12,010 won per share, Hyundai Elevator would have one of the highest dividend yields among all listed stocks in the Korean stock market.</li>
</ul>


On 10 February , Hyundai Elevator Co (017800 KS) announced DPS of 12,010 won in 2025, which represents a dividend yield of 11.5% at the current price.
This sharply higher dividend payment is likely to positively impact Hyundai Elevator Co (017800 KS) in the next 6-12 months.
By deciding to pay DPS of 12,010 won per share, Hyundai Elevator would have one of the highest dividend yields among all listed stocks in the Korean stock market.


Hyundai Elevator - A Big Surprise in DPS Increase [Dividend Yield of 11.5%]

Director, Head of Research, Smartkarma

Pranav Rao

Director, Head of Research

Smartkarma

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

Research Reinvented

Korea Stock Exchange Kospi Index / Event-Driven

Korea Stock Exchange Kospi Index (KOSPI INDEX)

<ul>
<li>Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma.</li>
<li>In this cut, we uncover large- and small-cap opportunities in South Korea, examine whether it's time for a luxury rebound, and assess some opportunities in the insurance sector. </li>
<li>Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.</li>
</ul>


Welcome to Curator’s Cut — a fortnightly roundup of standout themes from the 1,500+ insights published on Smartkarma.
In this cut, we uncover large- and small-cap opportunities in South Korea, examine whether it's time for a luxury rebound, and assess some opportunities in the insurance sector. 
Want to dig deeper? Comment or message with the themes you’d like to see highlighted next.


Curator's Cut: Seoul Searching, Luxury Lulls & Getting Insurance for Portfolios

Korea / Special Situations, Clepsydra Capital

Sanghyun Park

Korea / Special Situations

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

<ul>
<li>KRX 300 hit 1 trillion won AUM fast, but with local pensions more aggressive, the value-up's early AUM could top 1 trillion, hitting up to 3 trillion in six months.</li>
<li>Hanjin KAL, S1 Corp, Hyundai Elevator, Nice Info, and Huchems are set for strong price action. The financial sector also stands out, seeing the biggest impact compared to other sectors.</li>
<li>Small caps under 1 trillion won see little passive impact, but solid plays exist under 3 trillion, so splitting large and small caps won't limit target options much.</li>
</ul>


KRX 300 hit 1 trillion won AUM fast, but with local pensions more aggressive, the value-up's early AUM could top 1 trillion, hitting up to 3 trillion in six months.
Hanjin KAL, S1 Corp, Hyundai Elevator, Nice Info, and Huchems are set for strong price action. The financial sector also stands out, seeing the biggest impact compared to other sectors.
Small caps under 1 trillion won see little passive impact, but solid plays exist under 3 trillion, so splitting large and small caps won't limit target options much.


Crunching Passive Impact Numbers for KRX Value-Up Index Names, Based on KRX's Free-Float Rate Data

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analysed the earning revision of component stocks of KOSPI 200 in the past month.</li>
<li>We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.</li>
<li>We highlighted EPS revision on Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem, SKCHEM.</li>
</ul>


We analysed the earning revision of component stocks of KOSPI 200 in the past month.
We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision.
We highlighted EPS revision on Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem, SKCHEM.


KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC

South Korea

Hyundai Elevator Co., Ltd. (HELCO) manufactures, installs, sells, and services elevators, escalators, moving walkways, automated parking systems, and material handling systems.  The Company also produces screen doors used on platforms in train stations.

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Hyundai Elevator Co (017800 KS)

Hyundai Elevator - A Big Surprise in DPS Increase [Dividend Yield of 11.5%]

By deciding to pay DPS of 12,010 won per share, Hyundai Elevator would have one of the highest dividend yields among all listed stocks in the...

Douglas Kim

Curator's Cut: Seoul Searching, Luxury Lulls & Getting Insurance for Portfolios

Discover investment opportunities in South Korea, luxury rebound potential, and insurance sector insights in the latest Curator's Cut from...

Pranav Rao

Crunching Passive Impact Numbers for KRX Value-Up Index Names, Based on KRX's Free-Float Rate Data

This post crunches the passive impact numbers for the KRX Value-up Index constituents, based on KRX's free-float rate data.

Sanghyun Park

KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC

We analyzed KOSPI 200's consensus for Sep 2026 and highlighted changes of EPS in Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem,...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

WSJ Reports Trump Wants to Meet Kim Jong-Un in 2026 - Impact on North Korea Related Stocks

On 18 August, WSJ reported that the Donald Trump wants to meet North Korea's Kim Jong-Un as soon as this fall. I provide a list of 10 Korean stocks...

Douglas Kim

Hyundai Elevator - A Big Surprise in DPS Increase [Dividend Yield of 11.5%]

By deciding to pay DPS of 12,010 won per share, Hyundai Elevator would have one of the highest dividend yields among all listed stocks in the...

Douglas Kim

Curator's Cut: Seoul Searching, Luxury Lulls & Getting Insurance for Portfolios

​Discover investment opportunities in South Korea, luxury rebound potential, and insurance sector insights in the latest Curator's Cut from...

Pranav Rao

Crunching Passive Impact Numbers for KRX Value-Up Index Names, Based on KRX's Free-Float Rate Data

This post crunches the passive impact numbers for the KRX Value-up Index constituents, based on KRX's free-float rate data.

Sanghyun Park

KOSPI 200 Index Earning Revision (Sep): Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC

We analyzed KOSPI 200's consensus for Sep 2026 and highlighted changes of EPS in Samsung Electronics, SK Innovation, KEPCO, S-Oil, KCC, LG Chem,...

Ke Yan, CFA, FRM

Discover investment opportunities in South Korea, luxury rebound potential, and insurance sector insights in the latest Curator's Cut from...