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

Lotte Corp Sells 145 Billion Won Worth of Treasury Shares to Lotte Moolsan  - Negative Governance

Significance of The "3% Rule" In the Revision of the Commercial Act in Korea

Supreme Court's Final Ruling on Samsung's Lee Jae-Yong on 17 July: Impact on Samsung Group Companies

Lee Jae-Myung's Campaign Pledge - Cancellation of Treasury Shares

Top 100 Korean Firms with Highest Treasury Shares as % of Market Cap (Tender Offer and M&A Targets)

Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform

Biggest One Day Move in Higher Share Performance YTD in 2025 for Major Korean Holdcos Today - Why?

Korea Value Up: Outperformance Relative to KOSPI200 & KOSDAQ150 Likely to Attract Greater Capital

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>The Korean government may not force the listed companies to suddenly cancel all their treasury shares all at once. </li>
<li>Rather, a GRACE PERIOD is likely to be given for companies with existing treasury shares by which they need to cancel them.</li>
<li>Going forward, the Korean government is likely to decide to allow acquisition new of treasury stocks only when the purpose is to cancel them, excluding bonus payments or stock compensation.</li>
</ul>


The Korean government may not force the listed companies to suddenly cancel all their treasury shares all at once. 
Rather, a GRACE PERIOD is likely to be given for companies with existing treasury shares by which they need to cancel them.
Going forward, the Korean government is likely to decide to allow acquisition new of treasury stocks only when the purpose is to cancel them, excluding bonus payments or stock compensation.


Cancellation of Existing Treasury Shares in Korea - Government Likely to Provide a GRACE PERIOD