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

Samsung Electronics: Local Market's Bet on a Buyback

Samsung C&T: Closing the NAV Discount Gap

Will Samsung Follow Apple and Be Forced to Stop Selling Smartphones in Russia Due to FDPR Rule?

Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost

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

Equity Bottom-Up

<ul>
<li>On 12 August, the South Korean government finally gave a presidential pardon to Samsung's heir Lee Jae-Yong.</li>
<li>With Lee Jae-Yong given the presidential pardon, there is an increasing likelihood that the Samsung Group could become more aggressive in making major global M&amp;As in the next several years.</li>
<li>Three major M&amp;As that Samsung could make in the next several years include ARM, Infineon, and NXP Semiconductor. </li>
</ul>


On 12 August, the South Korean government finally gave a presidential pardon to Samsung's heir Lee Jae-Yong.
With Lee Jae-Yong given the presidential pardon, there is an increasing likelihood that the Samsung Group could become more aggressive in making major global M&amp;As in the next several years.
Three major M&amp;As that Samsung could make in the next several years include ARM, Infineon, and NXP Semiconductor. 


Samsung's Lee Jae-Yong Receives Pardon & Get Out of Jail Card: A Signal of Major M&As by Samsung?