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

HMM (011200 KS/Buy)Container Margins Recovering

Douglas Research Advisory

Event-Driven

<ul>
<li>There are credible signs that the Dongwon Group is getting ready to bid for a controlling stake in HMM (011200 KS). </li>
<li>If the StarKist sale is completed, Dongwon Industries could gain an additional 2 trillion won in cash.</li>
<li>The increasing commercial feasibility of conducting container shipping through the new North Sea Arctic and Greenland seas could provide new long-term revenues/lower costs for HMM (011200 KS).</li>
</ul>


There are credible signs that the Dongwon Group is getting ready to bid for a controlling stake in HMM (011200 KS). 
If the StarKist sale is completed, Dongwon Industries could gain an additional 2 trillion won in cash.
The increasing commercial feasibility of conducting container shipping through the new North Sea Arctic and Greenland seas could provide new long-term revenues/lower costs for HMM (011200 KS).


Dongwon Group: Getting Ready to Bid for Controlling Stake in HMM + New Arctic/Greenland Sea Routes?

HMM Co., Ltd.

Dongwon Group: Getting Ready to Bid for Controlling Stake in HMM + New Arctic/Greenland Sea Routes?