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

Hankyung Business Daily Mentions SK Hynix ADR Amount Could Be Nearly 40 Trillion Won

ChosunBiz's Article on SK Hynix - Glass Half Empty or Glass Half Full?

SK Hynix - A Homerun Investment in Kioxia

FnGuide SK Hynix Value Chain Index, SK Hynix, and Nvidia (Think of the Movie Godfather)

SK Hynix To Announce ADR Listing at AGM? (Positives of ADR Listing Vs Negatives of Share Dilution)

SpaceX's Terafab Semiconductor Manufacturing Facility - Received Local County Approval in Texas

Free Cash Flow Is (Still) The King and the Momentum Change in Free Cash Flow Is the Queen

Initial Thoughts on the OpenAI IPO and the Key Korean Stocks to Benefit from the OpenAI IPO

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>
<strong>Reuters reported that SK Hynix is likely to list its ADR shares on NASDAQ as early as August.</strong> Passive flows on the SK Hynix ADR listing on NASDAQ are significant.</li>
<li>If SK Hynix decides to raise $15 billion or more from the ADR listing, it is reasonable to estimate iShares Semiconductor ETF (SOXX) to contribute $1.5 billion or more. </li>
<li>I think there could be enough demand from the large passive investors in the U.S. to contribute to nearly half or more of the total ADR issuance by SK Hynix. </li>
</ul>



Reuters reported that SK Hynix is likely to list its ADR shares on NASDAQ as early as August. Passive flows on the SK Hynix ADR listing on NASDAQ are significant.
If SK Hynix decides to raise $15 billion or more from the ADR listing, it is reasonable to estimate iShares Semiconductor ETF (SOXX) to contribute $1.5 billion or more. 
I think there could be enough demand from the large passive investors in the U.S. to contribute to nearly half or more of the total ADR issuance by SK Hynix. 
