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

Outperforming Value Stocks With Contrarian Qualities in KOSPI200

Korea Small Cap Gem #14: Samyang Tongsang

Quantitative Analysis

South korea Consumer discretionary / Quantitative Analysis

<ul>
<li>There has clearly been a big change in sentiment on the global equity markets including in Korea with more capital inflows into deep value driven stocks.</li>
<li>In this insight, we highlighted 13 stocks in Korea (with at least 100 billion won in market cap) with the highest levels of net cash/market cap levels.</li>
<li>We believe these 13 deep value stocks in Korea with very high levels of net cash/market cap ratios on average could continue to outperform KOSPI in the next several months.</li>
</ul>


There has clearly been a big change in sentiment on the global equity markets including in Korea with more capital inflows into deep value driven stocks.
In this insight, we highlighted 13 stocks in Korea (with at least 100 billion won in market cap) with the highest levels of net cash/market cap levels.
We believe these 13 deep value stocks in Korea with very high levels of net cash/market cap ratios on average could continue to outperform KOSPI in the next several months.


Korean Stocks With High Net Cash/Market Cap Ratios: Deep Value Stocks in Times of Market Disruption