Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Steno Signals #84 – The Red Sea troubles are spreading FAST!

Crisis in the Red Sea, if This Persists, We May Need to Rethink About Victory over Inflation

TRACKING TRAFFIC/Lalatech IPO: Attractive Segment | 'Unbelievable' Cost Control | Hidden Competition

Steno Signals #83 – A striking divergence between EUR and USD money trends

Equity Bottom-Up

Regional Container Line / Equity Bottom-Up

<ul>
<li>Regional Container Line is the largest container shipping company in Thailand. It has attractive valuations, strong balance sheet, and has a major tailwind of higher global shipping freight rates. </li>
<li><em><strong>RCL's dividend yield averaged 9.6% from 2019 to 2022. The biggest factor driving higher shipping freight rates in 2024 has been the Suez crisis resulting from Houthi drone attacks. </strong></em></li>
<li>We used Smartkarma's Smart Score Screener system to find Regional Container Line (RCL TB).</li>
</ul>


Regional Container Line is the largest container shipping company in Thailand. It has attractive valuations, strong balance sheet, and has a major tailwind of higher global shipping freight rates. 
RCL's dividend yield averaged 9.6% from 2019 to 2022. The biggest factor driving higher shipping freight rates in 2024 has been the Suez crisis resulting from Houthi drone attacks. 
We used Smartkarma's Smart Score Screener system to find Regional Container Line (RCL TB).


Asian Dividend Gems: Regional Container Line (RCL)