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

A Review of COVID-19 Cases & The Easing of Travel Restrictions in Major Asian Countries

Elimination of Purchase Limits at Duty Free Shops in Korea

KOSPI 200 Rebalance in June 2022 Amid Portfolio Changes Post Outbreak of War in Ukraine

China Pivots from Zero-COVID Policy & End of China's Ban on Korean Culture?

Pandemic to Endemic Reopening Plays in Korea

Gravity Works As WeWork Doesn't; Now Plan B

Equity Bottom-Up

<ul>
<li>In this insight, we discuss two major issues impacting the Korean hotels, travel, duty free shops, cosmetics, leisure, &amp; casino related companies.</li>
<li>First is that the South Korean government announced that it will drop quarantine requirement for international arrivals from 21 March.</li>
<li>Second is the potential ramifications of Yoon Suk-Yeol (newly elected South Korean President) who has a relatively hard line stance on North Korea. </li>
</ul>


In this insight, we discuss two major issues impacting the Korean hotels, travel, duty free shops, cosmetics, leisure, &amp; casino related companies.
First is that the South Korean government announced that it will drop quarantine requirement for international arrivals from 21 March.
Second is the potential ramifications of Yoon Suk-Yeol (newly elected South Korean President) who has a relatively hard line stance on North Korea. 


Korea Drops Quarantine Requirements Vs. Yoon Suk-Yeol's Hard Line Stance on North Korea

Hana Tour Service

Korea Drops Quarantine Requirements Vs. Yoon Suk-Yeol's Hard Line Stance on North Korea