Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

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<li>In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the cash portion to 40% of the portfolio, up from 30% in August, continuing to become more defensive in our model portfolio.  </li>
<li>Among the sector ETFs in Korea, the best performing sectors in September included IT (up 7.5%), Software &amp; Internet (up 7.3%), and Semiconductor (up 6.0%). The worst performing sectors in September included Steel (down 8.3%), Transport…</li>
</ul>


In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the cash portion to 40% of the portfolio, up from 30% in August, continuing to become more defensive in our model portfolio.  
Among the sector ETFs in Korea, the best performing sectors in September included IT (up 7.5%), Software &amp; Internet (up 7.3%), and Semiconductor (up 6.0%). The worst performing sectors in September included Steel (down 8.3%), Transport…


Korea Stock Market Monthly Recap #18 - (September 2017)

Equity Capital Markets

Shin Heung Energy & Electronics Co / Equity Capital Markets

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<li>We like the Shinheung SEC IPO and we recommend investors to take the deal. We are including Shinheung SEC as one of the top stocks in our model stock portfolio. </li>
<li>We estimate the company's sales and operating profit to grow 38% and 46% CAGR, respectively from 2016 to 2018. We forecast the company's net profit to jump from 4.5 billion won in 2016 to 11.4 billion won in 2018. The company has a solid niche with the number one domestic market share in the small and mid-sized cap assembly components…</li>
</ul>


We like the Shinheung SEC IPO and we recommend investors to take the deal. We are including Shinheung SEC as one of the top stocks in our model stock portfolio. 
We estimate the company's sales and operating profit to grow 38% and 46% CAGR, respectively from 2016 to 2018. We forecast the company's net profit to jump from 4.5 billion won in 2016 to 11.4 billion won in 2018. The company has a solid niche with the number one domestic market share in the small and mid-sized cap assembly components…


South Korea

Shin Heung Energy & Electronics Co.,Ltd. manufactures battery parts products. The Company produces and sells lithium ion battery parts, polymer battery parts, large battery parts, and other products. Shin Heung Energy & Electronics markets its products throughout Korea.

Shin Heung Energy & Electronics Co (243840 KS)

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Shin Heung Energy & Electronics Co (243840 KS)

Korea Stock Market Monthly Recap #18 - (September 2017)

In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...

Douglas Kim

Shinheung SEC IPO Valuation

We like the Shinheung SEC IPO and we recommend investors to take the deal. We are including Shinheung SEC as one of the top stocks in our model...

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

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