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

Samsung Life Insurance Is Considering on Incorporating Samsung F&M Insurance as a Subsidiary

Korea Exchange Announces 8 Major Incentives for Selected Excellent Value-Up Companies

Block Deal Sale of About 278 Billion Won of Samsung Electronics by Samsung Life and Samsung F&M

Why Samsung Fire Is Shaping Up to Be the Hottest Dividend Play Ahead of the Value-Up Disclosure

Top 10 Korean Stock Picks Bi-Weekly (3 February 2025)

Samsung Life Insurance: Implications of Classifying Samsung Electronics as a Long-Term Holding

Top 10 Korean Stock Picks Bi-Weekly (Starting 20 January 2025)

Douglas Research Advisory

Equity Bottom-Up

Samsung Fire & Marine Insurance / Equity Bottom-Up

Samsung Fire & Marine Insurance (000810 KS)

<ul>
<li>On 31 January, Samsung Fire &amp; Marine Insurance (000810 KS) announced a comprehensive corporate value up plan.</li>
<li>The three major areas of focus include K-ICS ratio (220%), ROE targets of 11-13%, and total shareholder returns to 50% by 2028. </li>
<li>The company plans to reduce the treasury shares as a percentage of total outstanding shares from 15.9% to 5% by 2028 (10.9% of total outstanding shares over over four years).</li>
</ul>


On 31 January, Samsung Fire &amp; Marine Insurance (000810 KS) announced a comprehensive corporate value up plan.
The three major areas of focus include K-ICS ratio (220%), ROE targets of 11-13%, and total shareholder returns to 50% by 2028. 
The company plans to reduce the treasury shares as a percentage of total outstanding shares from 15.9% to 5% by 2028 (10.9% of total outstanding shares over over four years).


Hyundai Marine & Fire Insurance Co., Ltd (001450 KS)

Samsung Fire & Marine Insuranc (000815 KS)

Samsung Fire & Marine Insurance: Strong Corporate Value Up Plan