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

FnGuide SK Hynix Value Chain Index, SK Hynix, and Nvidia (Think of the Movie Godfather)

A Physical Split of Samsung Electronics into Two Companies Amid Big Profit Difference in DS and DX?

Labor Union of Samsung Electronics to Force Shut Down Starting 21 May?

Updated NAV Analysis of SK Square + the Right Way Vs Wrong Way to Split/Spin-Off a Company in Korea

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>KOSPI declined by 2.3% on Monday (11 May), mainly due to concerns about imposing "national dividend" for excess profits from AI/semiconductor related companies in Korea (Samsung Electronics and SK Hynix). </li>
<li>In the near term (1-2 years), it is highly UNLIKELY for the Korean government to suddenly provide national dividends for excess profits from major AI/semiconductor companies in Korea.</li>
<li>However, when the AGI becomes a reality, the idea of providing "national dividend" or by another name Universal Basic Income (UBI) could become a reality in 5-10 years.</li>
</ul>


KOSPI declined by 2.3% on Monday (11 May), mainly due to concerns about imposing "national dividend" for excess profits from AI/semiconductor related companies in Korea (Samsung Electronics and SK Hynix). 
In the near term (1-2 years), it is highly UNLIKELY for the Korean government to suddenly provide national dividends for excess profits from major AI/semiconductor companies in Korea.
However, when the AGI becomes a reality, the idea of providing "national dividend" or by another name Universal Basic Income (UBI) could become a reality in 5-10 years.


"National Dividend" For Excess Profits from Korean Semiconductor Companies? Karl Marx Would Be Proud