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

Hyundai Motor: Highest Operating Profit Among All Korean Companies in 2023

Timing of Double Dividends Opportunities in Korea

Higher Capital Allocation to Low PBR Companies in KOSDAQ150 + Pair Trade KOSPI200/KOSDAQ150

An Update to the Long-Short Pair Trade on Hyundai Motor & Tesla

Joe Biden's Visit to South Korea: Hyundai Motor Ready to Announce $7 Billion Investment in EVs in US

Hyundai Motor's Ioniq 6 - To Take Away More Market Share From Tesla Model 3 Sedan?

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Equity Bottom-Up

<ul>
<li>Hyundai Motor's EV sales as a percentage of total sales increased from 4.3% in 4Q 2021 to 5.7% in 4Q 2022. </li>
<li>Hyundai Motor announced that it will cancel 2.14 million common shares, representing 1% of its outstanding common shares.</li>
<li>The company beat consensus sales and operating profit estimates in 4Q 2022 and the consensus is likely to revise up their earnings estimates. </li>
</ul>


Hyundai Motor's EV sales as a percentage of total sales increased from 4.3% in 4Q 2021 to 5.7% in 4Q 2022. 
Hyundai Motor announced that it will cancel 2.14 million common shares, representing 1% of its outstanding common shares.
The company beat consensus sales and operating profit estimates in 4Q 2022 and the consensus is likely to revise up their earnings estimates. 


Hyundai Motor: Solid Earnings in 4Q 2022 + Shares Cancellation