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 and Samsung F&M Plan to Sell 1.5 Trillion Won Worth of Samsung Electronics

Samsung Electronics: Better Than Expected Preliminary Results in 1Q 2026

Block Deal Sale of 3.1 Trillion Won of Samsung Electronics by Hong Ra-Hee

Samsung Fire & Marine Insurance: Strong Corporate Value Up Plan

A Step Closer to Samsung Life Insurance Finally Selling Its Shares in Samsung Electronics?

Beyond Chips and Capex: Private Credit in the AI Ecosystem

Reading Nvidia Through the Stack: Dell and CoreWeave Show Deployment Still Scaling

NVIDIA Meets the Bar; Working Capital Remains Elevated

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>Uncertainty regarding private credit has become one of the biggest risk factors facing global investors including in Korea.</li>
<li>Samsung Securities serves as a primary distributor for Blackstone's private credit funds (such as BCRED) in Korea.</li>
<li>In late 2022, Samsung Life and Samsung Fire &amp; Marine committed $650 million to Blackstone-managed alternative funds. </li>
</ul>


Uncertainty regarding private credit has become one of the biggest risk factors facing global investors including in Korea.
Samsung Securities serves as a primary distributor for Blackstone's private credit funds (such as BCRED) in Korea.
In late 2022, Samsung Life and Samsung Fire &amp; Marine committed $650 million to Blackstone-managed alternative funds. 


Samsung Fire & Marine Insurance (000810 KS)

Samsung Life, Samsung F&M Insurance, & Samsung Securities - Exposure to Blackstone's Private Credit?