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

Yanolja: Largest Travel App in Korea & Second Largest Property Management SaaS Provider Globally

Why Did Softbank Invest $1.7 Billion in Yanolja in Korea?

The Merger of Kakao Page & Kakao M to Create Kakao Entertainment

Kurly's Mgmt Needs to Drastically Lower Valuation Expectations to Complete IPO in Next 6 Months

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

Private Capital Markets

<ul>
<li>There is a strong possibility of the launch of corporate growth fund private companies ETFs in Korea in 2023. </li>
<li>Once government gives final approval to launch the unlisted Korean companies ETFs in 2023, there is likely to be much greater interest in investing and researching in private Korean companies.</li>
<li>Starting next year, there is a strong probability that we will spend a lot more time on researching and writing about these promising, private companies in Korea. </li>
</ul>


There is a strong possibility of the launch of corporate growth fund private companies ETFs in Korea in 2023. 
Once government gives final approval to launch the unlisted Korean companies ETFs in 2023, there is likely to be much greater interest in investing and researching in private Korean companies.
Starting next year, there is a strong probability that we will spend a lot more time on researching and writing about these promising, private companies in Korea. 


Mirae Asset Securities Co, Ltd. (037620 KS)

Launch Of Unlisted Korean Companies ETFs in 2023 & How Our Smartkarma Research Would Change