Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul><li>The six major events in the Korea Stock Market in September were as follows: LG Chem-LG Life Sciences merger, Hanjin Shipping applying for court receivership, Samsung Electronics involved in a major product recall of Galaxy Note 7, the start of One-Shot Act program, the opening of Shinsegae's Starfield Hanam, and Hanmi Pharm's ending of license deal with Boehringer.</li><li>The best-performing sectors in September were Media/Telecom (up 3.1% YoY) and Software/Internet (up 2.8% YoY). The worst-performing sectors were Health Care (down 2% YoY) and Shipbuilding (down 2.6% YoY). </li><li>Our top picks in the stock market were up 0.1% on average in September versus KOSPI which was up 0.2% in the same period. </li></ul>

The six major events in the Korea Stock Market in September were as follows: LG Chem-LG Life Sciences merger, Hanjin Shipping applying for court receivership, Samsung Electronics involved in a major product recall of Galaxy Note 7, the start of One-Shot Act program, the opening of Shinsegae's Starfield Hanam, and Hanmi Pharm's ending of license deal with Boehringer.The best-performing sectors in September were Media/Telecom (up 3.1% YoY) and Software/Internet (up 2.8% YoY). The worst-performing sectors were Health Care (down 2% YoY) and Shipbuilding (down 2.6% YoY). Our top picks in the stock market were up 0.1% on average in September versus KOSPI which was up 0.2% in the same period. 

Korea Stock Market Monthly Recap #6 - (September 2016)

<a href="https://www.smartkarma.com/entities/23577" target="_blank" data-smartkarma-citation="entities:23577:1">LS Cable &amp; System Asia Ltd (229640 KS)</a> and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market over the next few weeks. There will likely be more Vietnam related companies that will list their shares on the Korea Stock Market in the coming years. The data coming out regarding Korea's foreign direct investments (FDI) tells a lot about where capital is migrating in Asia.  There has been a huge shift in foreign direct investment from Korea to ASEAN…

LS Cable &amp; System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market over the next few weeks. There will likely be more Vietnam related companies that will list their shares on the Korea Stock Market in the coming years. The data coming out regarding Korea's foreign direct investments (FDI) tells a lot about where capital is migrating in Asia.  There has been a huge shift in foreign direct investment from Korea to ASEAN…

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the highest amount among Korean investors in 2016, followed by China. In fact, John Lee, the CEO of Meritz Asset Management, a 100% wholly owned subsidiary of <a href="https://www.smartkarma.com/entities/11776" target="_blank" data-smartkarma-citation="entities:11776:1">Meritz Financial Group Inc (138040 KS)</a>, has been pushing hard to launch a Vietnam fund recently. Meritz Asset Management succeeded in raising at least 50 billion won for a Vietnam equity fund last…

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the highest amount among Korean investors in 2016, followed by China. In fact, John Lee, the CEO of Meritz Asset Management, a 100% wholly owned subsidiary of Meritz Financial Group Inc (138040 KS), has been pushing hard to launch a Vietnam fund recently. Meritz Asset Management succeeded in raising at least 50 billion won for a Vietnam equity fund last…

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

This is a collaborative report between <a href="https://www.smartkarma.com/profiles/334" target="_blank" data-smartkarma-citation="accounts:334">Dylan Waller</a>  and <a href="https://www.smartkarma.com/profiles/342" target="_blank" data-smartkarma-citation="accounts:342">Douglas Kim</a> . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade). The five major sections in this report are as follows:<ol><li>The top 20 investment themes for Vietnam and Korea for the next decade</li><li>The top 10 investment risks for Vietnam and Korea.</li><li>Major economic stats comparison between Vietnam and Korea.   </li><li>"Best-of-breed" companies with recent positive sales and operating profit growth</li><li>Why Vietnam and Korea?</li></ol>Picking the right country for equity investments often delivers superior alpha results for your portfolio. Should you invest in Vietnam, the land of the ascending dragon or in Korea, the land of the morning calm? Or both?

This is a collaborative report between Dylan Waller  and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade). The five major sections in this report are as follows:The top 20 investment themes for Vietnam and Korea for the next decadeThe top 10 investment risks for Vietnam and Korea.Major economic stats comparison between Vietnam and Korea.   "Best-of-breed" companies with recent positive sales and operating profit growthWhy Vietnam and Korea?Picking the right country for equity investments often delivers superior alpha results for your portfolio. Should you invest in Vietnam, the land of the ascending dragon or in Korea, the land of the morning calm? Or both? 

Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

As <a href="https://www.smartkarma.com/profiles/2" target="_blank" data-smartkarma-citation="accounts:2">Raghav Kapoor</a>  mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent thought leaders with a platform that doesn't mind being the lone voice keeping others accountable."Using this post I wanted to highlight how we are in complete sync with that thought process and independent research driven by great platform like SK will continue to evolve and will lead a change in investing landscape keeping investors interest in the…

As Raghav Kapoor  mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent thought leaders with a platform that doesn't mind being the lone voice keeping others accountable."Using this post I wanted to highlight how we are in complete sync with that thought process and independent research driven by great platform like SK will continue to evolve and will lead a change in investing landscape keeping investors interest in the…

"Reports Were Prematurely Conceived and Greatly Exaggerated"

South Korea

Samsung C&T Corporation provides chemicals services. The Company manufactures chemicals, wholesales and distributes chemicals for agricultural purposes. Samsung C&T serves clients in Korea.

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Samsung C&T Corp/Old (000830 KS)

Korea Stock Market Monthly Recap #6 - (September 2016)

The six major events in the Korea Stock Market in September were as follows: LG Chem-LG Life Sciences merger, Hanjin Shipping applying for court...

Douglas Kim

Korea's Foreign Direct Investment Trend

LS Cable & System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market...

Douglas Kim

John Lee's Vietnam Fund

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...

Douglas Kim

Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I

This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...

Nomadic Equity

"Reports Were Prematurely Conceived and Greatly Exaggerated"

As Raghav Kapoor mentioned this morning, "Smartkarma aims to be a disruptive force not only by changing economics, but by empowering independent...

Drewry Maritime Financial Research

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