Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul>
<li>In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined. </li>
<li>
"Rich Men North of Richmond" is a song about the excessive control of the government and the pressures of life. </li>
<li>I discuss the intricacies of how these three stories are intertwined and how the certain sectors of the stock market could be impacted from the potential changes in government policies.</li>
</ul>


In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined. 

"Rich Men North of Richmond" is a song about the excessive control of the government and the pressures of life. 
I discuss the intricacies of how these three stories are intertwined and how the certain sectors of the stock market could be impacted from the potential changes in government policies.


Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants

Global Healthcare Analyst

Tina Banerjee

<ul>
<li>Despite the macroeconomic headwinds, Q3 results from the large medtech companies showed some encouraging signs including healthy procedure volume growth depicting recovery in the medtech sector globally.</li>
<li>Amidst fear of recession, most of these companies reported healthy system placement and no order cancellation. Diabetes, with a large underpenetrated addressable population, remains one of the most resilient segments.</li>
<li>Financial performances of APAC medtech companies are expected to be driven by healthy global procedure volume growth and Fx, partially offset by macroeconomic headwinds including inflation and supply constraints.</li>
</ul>


Despite the macroeconomic headwinds, Q3 results from the large medtech companies showed some encouraging signs including healthy procedure volume growth depicting recovery in the medtech sector globally.
Amidst fear of recession, most of these companies reported healthy system placement and no order cancellation. Diabetes, with a large underpenetrated addressable population, remains one of the most resilient segments.
Financial performances of APAC medtech companies are expected to be driven by healthy global procedure volume growth and Fx, partially offset by macroeconomic headwinds including inflation and supply constraints.


Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives

Cross Asset Strategy

<ul>
<li>This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the locals). </li>
<li>The potential inclusions include Meritz F&amp;M Insurance, Hana Tour, SD Biosensor, Hanil Cement, K Car, F&amp;F, and Iljin Hysolus. </li>
<li>The potential exclusions include CJ CGV, SK Discovery, Nexen Tire, SNT Motiv, Cuckoo Holdings, Bukwang Pharm, and Youngjin Pharm. </li>
</ul>


This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the locals). 
The potential inclusions include Meritz F&amp;M Insurance, Hana Tour, SD Biosensor, Hanil Cement, K Car, F&amp;F, and Iljin Hysolus. 
The potential exclusions include CJ CGV, SK Discovery, Nexen Tire, SNT Motiv, Cuckoo Holdings, Bukwang Pharm, and Youngjin Pharm. 


Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals

<ul>
<li>In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. </li>
<li>There has been a MIRACLE of near elimination of COVID-19 cases and deaths in Japan. </li>
<li>The near elimination of COVID-19 cases in Japan could be a combination of factors including vaccination and social distancing. Plus, there is a big controversy on ivermectin's role in this.</li>
</ul>


In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. 
There has been a MIRACLE of near elimination of COVID-19 cases and deaths in Japan. 
The near elimination of COVID-19 cases in Japan could be a combination of factors including vaccination and social distancing. Plus, there is a big controversy on ivermectin's role in this.


The Big Divergence in COVID-19 Cases in South Korea and Japan: Data, Miracle, & Mystery

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In this insight, we provide some of the main highlights of the book "The Real Anthony Fauci", which was written by Robert F. Kennedy Jr. (RFK Jr) in 2021.</li>
<li>We discuss how the appointment of RFK Jr could impact some of the major health care stocks in Korea, especially those that are involved in developing and producing vaccines.</li>
<li>Although the share prices of many Korean vaccines related stocks have declined materially in the past 2-3 years, RFK Jr becoming the next US Health Secretary could pose further headwinds.</li>
</ul>


In this insight, we provide some of the main highlights of the book "The Real Anthony Fauci", which was written by Robert F. Kennedy Jr. (RFK Jr) in 2021.
We discuss how the appointment of RFK Jr could impact some of the major health care stocks in Korea, especially those that are involved in developing and producing vaccines.
Although the share prices of many Korean vaccines related stocks have declined materially in the past 2-3 years, RFK Jr becoming the next US Health Secretary could pose further headwinds.


Appointment of RFK Jr as the US Health Secretary and a Book Review Of "The Real Anthony Fauci"

South Korea

SD Biosensor, INC. operates medical device manufacturing businesses. The Company produces electric medical instruments and other products. SD Biosensor conducts businesses across worldwide.

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SD Biosensor (137310 KS)

Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants

In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined.

Douglas Kim

Global Medtech Trends: Readouts from Early Birds of Q3 Earnings Season- Positives and Negatives

Q3 results of large U.S. medtech companies recorded procedure volume growth. However, macroeconomic headwinds are expected to prevail. Similar...

Tina Banerjee

Potential Inclusions and Exclusions of KOSPI200 Rebalance in June As Highlighted by Locals

This article discusses the potential inclusions and exclusions of KOSPI200 rebalance in June 2022 (especially those that are highlighted by the...

Douglas Kim

The Big Divergence in COVID-19 Cases in South Korea and Japan: Data, Miracle, & Mystery

In this insight, we discuss the big divergence in COVID-19 cases in South Korean and Japan in the past several months. There has been a MIRACLE of...

Douglas Kim

Appointment of RFK Jr as the US Health Secretary and a Book Review Of "The Real Anthony Fauci"

We provide some of the main highlights of the book "The Real Anthony Fauci." We also discuss the impact of appointment of RFK Jr as US Health...

Douglas Kim

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