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

Preferred Shares of Five Major Korean Holdcos - Likely to Close the Gap Further With Common Shares

Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2025

Gap Trade Opportunities in Korean Prefs Vs Common Share Pairs in 3Q 2025

Potential Sale of a Controlling Stake in SK Siltron to Hahn & Co

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

HD Hyundai: Will It Increase Ownership Stake In HD Korea Shipbuilding & Offshore Engineering?

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

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Holding companies have been the best performing asset class in the Korean stock market in the past month.</li>
<li>In this insight, we provide updated NAV valuations of the top five, largest "pure" holdcos in Korea including SK Square, SK Inc, LG Corp, Hanjin KAL, and HD Hyundai.</li>
<li>The NAVs of these five holdcos are about 18% higher than their current prices on average. </li>
</ul>


Holding companies have been the best performing asset class in the Korean stock market in the past month.
In this insight, we provide updated NAV valuations of the top five, largest "pure" holdcos in Korea including SK Square, SK Inc, LG Corp, Hanjin KAL, and HD Hyundai.
The NAVs of these five holdcos are about 18% higher than their current prices on average. 


HD Korea Shipbuilding & Offshore Engineering (009540 KS)

HD Korea Shipbuilding & Offshore Engineering

NAV Valuations of Top Five Largest "Pure" Holdcos in Korea