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

A Pair Trade Basket Of Korean Consumer/Leisure Stocks (Long) And Japanese Names (Short)

Korea Surpasses France as Top Exporter of Cosmetics to the USA [CJ Olive Young - Key Beneficiary]

Why Shiseido (4911) Never Worked as a Turnaround Stock

Light at the End of the Dark Tunnel for Korean Cosmetics?

Shiseido (4911) | Beauty in the Bargain Bin

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>It was reported that the Chinese government advised its citizens to refrain from traveling to Japan, which is likely to positively benefit the Korea in-bound tourism related stocks.</li>
<li>If the political tensions between China and Japan are not quickly resolved but continues to last, this would have further negative impact on the Japanese consumer/tourism/leisure related companies. </li>
<li>On the flip side, this could have a positive impact on the Korean consumer/tourism/leisure related companies such as Lotte Tour Development, Hotel Shilla, and Paradise. </li>
</ul>


It was reported that the Chinese government advised its citizens to refrain from traveling to Japan, which is likely to positively benefit the Korea in-bound tourism related stocks.
If the political tensions between China and Japan are not quickly resolved but continues to last, this would have further negative impact on the Japanese consumer/tourism/leisure related companies. 
On the flip side, this could have a positive impact on the Korean consumer/tourism/leisure related companies such as Lotte Tour Development, Hotel Shilla, and Paradise. 


Lotte Tour Development Co, Ltd. (032350 KS)

Pan Pacific International Holdings (7532 JP)

China Advices Its Citizens to Refrain from Traveling to Japan - Beneficial Impact on Korea Tourism