Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Korean CVS Companies' Forays into Iran and Vietnam Signal Intensified Competition Domestically

Revisiting Our Basket of Amazon Related Shorts in the Korean Retail Sector

Capitalism in Korea: This Book's Top Seven Highlights & My Thoughts (Devil Is in the Details)

MOONJAEINNOMICS: This Book's Top 10 Highlights & My Thoughts

Korea's Holdco Candidates: One of the Best Performing Groups in Asia YTD & "Mr. G. Shepherd"

Jang Ha-Sung Becomes The Chief of Staff for Policy - Minority Shareholders in Korea Are Cheering

Thematic (Sector/Industry)

<p>On July 15th, the Korean government announced the minimum wage of 7,530 won per hour starting 2018, up 16.4% YoY. This represents one of the largest increase in minimum wage in Korea in the past decade. Prior to this increase, the minimum wage increase averaged 7.2% per year from 2013 to 2017. We mentioned in our previous report, <a href="https://www.smartkarma.com/insights/moonjaeinnomics-this-book-s-top-10-highlights-my-thoughts" target="_blank" data-smartkarma-citation="insights:10805">MOONJAEINNOMICS: This Book’s Top 10 Highlights &amp; My Thoughts</a> how the increase in minimum wages could be one of the top political agendas in the new Moon Presidential…</p>

On July 15th, the Korean government announced the minimum wage of 7,530 won per hour starting 2018, up 16.4% YoY. This represents one of the largest increase in minimum wage in Korea in the past decade. Prior to this increase, the minimum wage increase averaged 7.2% per year from 2013 to 2017. We mentioned in our previous report, MOONJAEINNOMICS: This Book’s Top 10 Highlights &amp; My Thoughts how the increase in minimum wages could be one of the top political agendas in the new Moon Presidential…

Hyundai Engineering & Construction (000720 KS)

Daewoo Engineering & Construction (047040 KS)

GS Engineering & Construction (006360 KS)

A Significant Increase in Minimum Wage in Korea