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

Top 20 Best Performers in the Korean Stock Market (Week of 13 May)

Joe Biden's Visit to South Korea: Hyundai Motor Ready to Announce $7 Billion Investment in EVs in US

NCsoft: A Strong Turnaround Play in Korean Game Sector

NCsoft - Announces a Buyback Worth 190 Billion Won To Stop Share Price Bleeding

NCsoft - Launch of Blockchain, NFT Based Game [Re-Rating of the Entire Game Sector in Korea?]

Microsoft to Buy Activision Blizzard for $69 Billion: Impact on NCsoft, Krafton, & Netmarble

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

Gravity Works As WeWork Doesn't; Now Plan B

Event-Driven

<ul>
<li>It was reported on 2/9 that Saudi Arabia's Public Investment Fund (PIF) increased its stake in NCSOFT Corp (036570 KS) to 6.69%, which currently represents 808 billion won ($670 million).</li>
<li>This investment comes right after it was reported in the past several days ago that Saudi Arabia's PIF purchased a 5% stake in Nexon (3659 JP) for $883 million.</li>
<li><strong>Saudi Arabia's PIF investing NCsoft and Nexon as well as launching Savvy Gaming Group (SGG) are likely to renew increased interest in the recently beaten down Asian game stocks. </strong></li>
</ul>


It was reported on 2/9 that Saudi Arabia's Public Investment Fund (PIF) increased its stake in NCSOFT Corp (036570 KS) to 6.69%, which currently represents 808 billion won ($670 million).
This investment comes right after it was reported in the past several days ago that Saudi Arabia's PIF purchased a 5% stake in Nexon (3659 JP) for $883 million.
Saudi Arabia's PIF investing NCsoft and Nexon as well as launching Savvy Gaming Group (SGG) are likely to renew increased interest in the recently beaten down Asian game stocks. 


Saudi Arabia's PIF Launches Savvy Gaming Group and Buys 6.7% of NCsoft & 5% of Nexon