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

Saudi Arabia's PIF Launches Savvy Gaming Group and Buys 6.7% of NCsoft & 5% of Nexon

Top 20 Best Performers in the Korean Stock Market (Week of 13 May)

Joe Biden's Visit to South Korea: Hyundai Motor Ready to Announce $7 Billion Investment in EVs in US

NCsoft - Announces a Buyback Worth 190 Billion Won To Stop Share Price Bleeding

Microsoft Got Game! Plans to Buy Activision Blizzard for $95/Share or $68.7 Billion

Netmarble Buys SpinX for $2.2 Billion: Biggest Ever Overseas M&A Deal by a Korean Game Company

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

Gravity Works As WeWork Doesn't; Now Plan B

Event-Driven

<ul>
<li>On 18 January, Microsoft Corp (MSFT US) announced that it will acquire Activision Blizzard (ATVI US) for $68.7 billion all-cash deal.</li>
<li>The acquisition of Activision Blizzard by Microsoft is likely to have a positive impact on the entire global game sector including in Korea. </li>
<li>This major acquisition of Activision Blizzard by Microsoft could rejuvenate the entire global game sector as it could signal greater M&amp;A interest in high-quality game companies.</li>
</ul>


On 18 January, Microsoft Corp (MSFT US) announced that it will acquire Activision Blizzard (ATVI US) for $68.7 billion all-cash deal.
The acquisition of Activision Blizzard by Microsoft is likely to have a positive impact on the entire global game sector including in Korea. 
This major acquisition of Activision Blizzard by Microsoft could rejuvenate the entire global game sector as it could signal greater M&amp;A interest in high-quality game companies.


Microsoft to Buy Activision Blizzard for $69 Billion: Impact on NCsoft, Krafton, & Netmarble