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

Lee Jae-Myung's 20 Trillion Won+ Supplementary Budget: Free Money, Don't Worry and Be Happy

Top 30 Best Performing Stocks in KOSPI in Past Week and Surging Price of Samsung Life Insurance

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (6 June to 20 2025)

A Pair Trade (Basket) Of Korean Banks Vs Securities

Top 100 Korean Firms with Highest Treasury Shares as % of Market Cap (Tender Offer and M&A Targets)

Biggest One Day Move in Higher Share Performance YTD in 2025 for Major Korean Holdcos Today - Why?

Korea Value Up: Outperformance Relative to KOSPI200 & KOSDAQ150 Likely to Attract Greater Capital

Korea Value Up Index Rebalance Announcement Next Week

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>Now that Lee Jae-Myung has become new South Korean President, the uncertainty revolving who will lead South Korea in the next five years is now over.</li>
<li>In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the market for the remainder of 2025.</li>
<li>The four investment themes include Korean Holdcos/Quasi Holdcos, Korean Cultural Contents, Securities, and SK Group Companies.</li>
</ul>


Now that Lee Jae-Myung has become new South Korean President, the uncertainty revolving who will lead South Korea in the next five years is now over.
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the market for the remainder of 2025.
The four investment themes include Korean Holdcos/Quasi Holdcos, Korean Cultural Contents, Securities, and SK Group Companies.


Korea Investment Holdings Co, Ltd. (071050 KS)

Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform