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

Curator's Cut: The Next Labubu, Crypto Equities & Tracking APAC Buybacks

Potential Change in Capital Gains on Stocks & Securities Transaction Taxes: Impact on Korean Stocks

Disappointing New Korean Tax Policies (Dividends, Capital Gains, and Corporate Taxes)

Initial Thoughts on The Pinkfong Company IPO (Creator of the Baby Shark Brand)

Korea M&A Spotlight: Mattel Acquires a Major Stake in Sonokong, A Toy Maker in Korea

The Pinkfong Company: Baby Shark Unicorn in Korea

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Aurora World is best known for its plush toys (Palm Pals and YooHoo &amp; Friends). It is increasingly trying to leverage its toy character brands to expand into digital contents. </li>
<li>What makes Aurora World so interesting is its excellent fundamentals and deeply discounted valuations relative to The Pinkfong Company (IPO in 2H25) and SAMG Entertainment.</li>
<li>Aurora World generated more than 80% of its sales in overseas markets including the United States, U.K., and Hong Kong. </li>
</ul>


Aurora World is best known for its plush toys (Palm Pals and YooHoo &amp; Friends). It is increasingly trying to leverage its toy character brands to expand into digital contents. 
What makes Aurora World so interesting is its excellent fundamentals and deeply discounted valuations relative to The Pinkfong Company (IPO in 2H25) and SAMG Entertainment.
Aurora World generated more than 80% of its sales in overseas markets including the United States, U.K., and Hong Kong. 


Aurora World

Korea Small Cap Gem #35: Aurora World