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

Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2026

Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (February & March 2026)

Hanwha Aerospace to Acquire Poongsan’s Munitions Business for 1.5 Trillion Won?

SK Hynix To Announce ADR Listing at AGM? (Positives of ADR Listing Vs Negatives of Share Dilution)

Important Highlights of Samsung Electronics AGM (New Share Buyback of 7.2 Trillion Won)

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Samsung Electronics (005930 KS), SK Hynix (000660 KS), and Kioxia Holdings (285A JP)'s share prices declined by 4.7%, 6.2%, and 5.7% respectively on 26 March.</li>
<li>Concerns about Google's new TurboQuant technology was the major factor driving lower share prices for these leading semiconductor companies in Asia.</li>
<li><em><strong>TurboQuant is likely to put negative pressures on the global semiconductor companies such as Samsung Electronics and SK Hynix in the near term. However, the long-term outlook remains less clear.  </strong></em></li>
</ul>


Samsung Electronics (005930 KS), SK Hynix (000660 KS), and Kioxia Holdings (285A JP)'s share prices declined by 4.7%, 6.2%, and 5.7% respectively on 26 March.
Concerns about Google's new TurboQuant technology was the major factor driving lower share prices for these leading semiconductor companies in Asia.
TurboQuant is likely to put negative pressures on the global semiconductor companies such as Samsung Electronics and SK Hynix in the near term. However, the long-term outlook remains less clear.  


Google's TurboQuant - Negative Impact on SK Hynix and Samsung Electronics in the Near Term

Alphabet

Google's TurboQuant - Negative Impact on SK Hynix and Samsung Electronics in the Near Term