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

Government Pressures Korean Instant Noodles & Flour Makers to Lower Prices

Potential Inclusions & Exclusions in KOSPI 200 Rebalance in May 2023

HDC Holdings Goes Activist on Samyang Foods

KOSPI 200 Rebalance in December Highlighted by Locals

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

Event-Driven

<ul>
<li>On 20 February, KRX announced that effective 13 April 2023, Samyang Foods will be included in the KOSPI 200 index and Hyundai Greenfood will be excluded.</li>
<li>We have a positive view on Samyang Foods and we believe this stock will outperform KOSPI leading into the week of KOSPI 200 inclusion (13 April). </li>
<li>We think that expectation will play a bigger role and some investors may choose to buy this stock ahead of the actual inclusion date.</li>
</ul>


On 20 February, KRX announced that effective 13 April 2023, Samyang Foods will be included in the KOSPI 200 index and Hyundai Greenfood will be excluded.
We have a positive view on Samyang Foods and we believe this stock will outperform KOSPI leading into the week of KOSPI 200 inclusion (13 April). 
We think that expectation will play a bigger role and some investors may choose to buy this stock ahead of the actual inclusion date.


Samyang Foods: KOSPI 200 Inclusion & Improving Fundamentals