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

KT&G Announces a Share Buyback Worth 350 Billion Won

An Interview with Flashlight Capital Partners CEO Lee Sanghyun on KT&G

A Win for Truston Asset Mgmt: Corporate Activism Worked on Taekwang Industrial

KT&G: A Big Share Buy Back and Dividends Program (A Key Value Play Amidst of Market Uncertainty)

KT&G Is a Prime Candidate for Corporate Activism in Korea

Japan Tobacco Selling 2.1% Stake of KT&G in a Block Deal

High Dividend Yielding Stocks With Momentum in Korea Outperforming KOSPI

Event-Driven

<ul>
<li>On 26 October, a Singaporean private equity firm called Flashlight Capital Partners started to go activist on KT&amp;G demanding that the company spin-off its ginseng business to improve shareholder value.</li>
<li>While a spin-off of the ginseng business is not likely near term, the company could buyback more shares and sell more non-core assets which could soothe Flashlight Capital Partners.</li>
<li>Back in June 2022, we wrote a prescient insight called<em> KT&amp;G Is a Prime Candidate for Corporate Activism in Korea. </em>
</li>
</ul>


On 26 October, a Singaporean private equity firm called Flashlight Capital Partners started to go activist on KT&amp;G demanding that the company spin-off its ginseng business to improve shareholder value.
While a spin-off of the ginseng business is not likely near term, the company could buyback more shares and sell more non-core assets which could soothe Flashlight Capital Partners.
Back in June 2022, we wrote a prescient insight called KT&amp;G Is a Prime Candidate for Corporate Activism in Korea. 



Flashlight Capital Partners Goes Activist on KT&G

KT&G Corporation

Flashlight Capital Partners Goes Activist on KT&G