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

Updated NAV on SK Inc Post 660 Billion Pre-IPO Investment in SK Pharmteco

Korean Holdcos Vs Opcos Gap Trading Opportunities in 1Q 2024

SK Inc: Significant Gains of Nearly 1.1 Trillion Won in Londian Wason Holdings

SK Inc: Shares Cancellation & Updated NAV Valuation

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

Equity Capital Markets

<ul>
<li>According to SCMP, Londian Wason is getting ready for an IPO in the US in 2024. Londian Wason is planning to raise nearly US$500 million in pre-IPO funding and IPO.</li>
<li>SK Inc owns about 30% stake in Londian Wason, a leading copper foil maker in China. It is estimated that SK Inc's stake is worth about US$1.1 billion. </li>
<li>In 2022, Londian Wason generated sales of 1.47 trillion won. Since SK's investment in Londian Wason in 2019, the company's sales has been growing at more than 50% per annum.</li>
</ul>


According to SCMP, Londian Wason is getting ready for an IPO in the US in 2024. Londian Wason is planning to raise nearly US$500 million in pre-IPO funding and IPO.
SK Inc owns about 30% stake in Londian Wason, a leading copper foil maker in China. It is estimated that SK Inc's stake is worth about US$1.1 billion. 
In 2022, Londian Wason generated sales of 1.47 trillion won. Since SK's investment in Londian Wason in 2019, the company's sales has been growing at more than 50% per annum.


Contemporary Amperex Technology (CATL) (300750 CH)

Londian Wason Energy Tech: Planning an IPO in the US in 2024 (Impact on SK Inc)