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

KT&G: Buyback and Cancellation of 360 Billion Won & Market Share Gains From Lil Tonino Lamborghini

Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (August & September 2026)

KT&G: Selling 57 Real Estate Properties to Generate 1 Trillion Won in Additional Cash Flow

Massive Net Selling of Korean Stocks by Foreign Investors in 2026: Having Significant Impact on FX

KT&G: Share Cancellation of 1.7 Trillion Won and a Potential Hike in Cigarette Prices in 2026

A Wild First Day Trading for 2x Single Stock Leveraged Products for Samsung Electronics and SK Hynix

Launch of Samsung Electronics and SK Hynix 2x Single-Stock Leveraged ETFs Confirmed for 27 May

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>KT&amp;G Corporation (033780 KS) is a top pick in the Korean stock market in 2H 2026. KT&amp;G is well poised to outperform the market in the next 6-24 months.</li>
<li>As of 10 June 2026, foreign investors owned 51.2% stake in KT&amp;G, up from 42.8% at end of 2025. Blackrock and Capital increased their stakes in KT&amp;G in 2026. </li>
<li>KT&amp;G is one of the most rock solid, defensive stocks in Korea. If the Korean stock market declines, there is a likely probability that KT&amp;G could outperform. </li>
</ul>


KT&amp;G Corporation (033780 KS) is a top pick in the Korean stock market in 2H 2026. KT&amp;G is well poised to outperform the market in the next 6-24 months.
As of 10 June 2026, foreign investors owned 51.2% stake in KT&amp;G, up from 42.8% at end of 2025. Blackrock and Capital increased their stakes in KT&amp;G in 2026. 
KT&amp;G is one of the most rock solid, defensive stocks in Korea. If the Korean stock market declines, there is a likely probability that KT&amp;G could outperform. 


KT&G Corporation

KT&G - A Top Pick for 2H 2026