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

Strong Demand for Mirae Asset TIGER Korea Humanoid Robot Industry ETF

KOSDAQ's 7% Rise Today - A Fake Reversal or Sustainable by a Potential 17 Trillion Won Inflow?

KOSDAQ in on Fire! Korean Government Encourages Investment in KOSDAQ Companies by Pension Funds

Boston Dynamics - Rights Offering of 1.2 Trillion Won Expected; Potential IPO in 2027/2028 in NASDAQ

Boston Dynamics' Next-Gen Atlas Robot Boosts Higher Valuation for Hyundai Motor Group Companies

Hyundai Motor Preferred - Time to Catch Up to Common Shares

Hyundai Glovis: Cumulative Voting System Could Improve Corporate Governance of Hyundai Motor Group

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Valuation estimates for Boston Dynamics have risen to more than 30 trillion won to 50+ trillion won post CES 2026. </li>
<li>The main reason for the sharp share price appreciation of both companies in the past six months has been due to the surging optimism regarding Boston Dynamics' Atlas humaniod robots. </li>
<li>We argue that it is time for Kia Corp's share price to catch up to Hyundai Motor in the next 6-12 months. </li>
</ul>


Valuation estimates for Boston Dynamics have risen to more than 30 trillion won to 50+ trillion won post CES 2026. 
The main reason for the sharp share price appreciation of both companies in the past six months has been due to the surging optimism regarding Boston Dynamics' Atlas humaniod robots. 
We argue that it is time for Kia Corp's share price to catch up to Hyundai Motor in the next 6-12 months. 


Kia Corp - Time to Catch Up to Hyundai Motor Amid Boston Dynamic's Roll-Out of Atlas Robots