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

KOSPI 200 Index Review: Names Subject to Float Rate Adjustment

Shorting Setup on Additions to KS200/KQ150 with KODEX Battery ETF Flow

KOSPI 200 Up/Down Weights: Official Results & Passive Impacts on T-1 Effective

Price Comparisons of SK Telecom, KT, & LG Uplus When SK Telecom Reaches 99%+ Foreign Ownership

KT Grants Extra 15% for ESOP Treasury Shares Purchase

KT Corp: Close to Selling Its Subsidiary KT Submarine to LS Cable & System

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

Event-Driven

<ul>
<li>On 7 September, Hyundai Motor (005380 KS) announced a major stock swap with KT Corp (030200 KS). </li>
<li>KT will exchange about 750 billion won (7.7%) of KT's treasury stock for 445.6 billion won (1.04%) of Hyundai Motor shares and 300.3 billion won (1.46%) of Hyundai Mobis shares.</li>
<li>This stock swap is likely to have a bigger positive impact on KT versus Hyundai Motor and Hyundai Mobis. </li>
</ul>


On 7 September, Hyundai Motor (005380 KS) announced a major stock swap with KT Corp (030200 KS). 
KT will exchange about 750 billion won (7.7%) of KT's treasury stock for 445.6 billion won (1.04%) of Hyundai Motor shares and 300.3 billion won (1.46%) of Hyundai Mobis shares.
This stock swap is likely to have a bigger positive impact on KT versus Hyundai Motor and Hyundai Mobis. 


Major Stock Swap Between Hyundai Motor Group and KT Corp