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

Doosan Solus: Rare Opportunity to Trade like Local Retail, Hunt for News & Enjoy Market Insanity

Solus Advanced Materials: Announces Rights Offering Worth 240 Billion Won

SKC Co: Announces a Share Buyback of 5% of Outstanding Shares

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

Equity Bottom-Up

Solus Advanced Materials / Equity Bottom-Up

<ul>
<li>We believe the following three catalysts will likely drive share price of Solus Advanced Materials' continued outperformance relative to the market this year. </li>
<li>They include the sale of Solus Biotech, improved control of its operating costs, and rapid increase in capacity for copper foil.</li>
<li>The company has already secured strong order backlog from customers including LG Energy Solution, Tesla Motors, and SK On.</li>
</ul>


We believe the following three catalysts will likely drive share price of Solus Advanced Materials' continued outperformance relative to the market this year. 
They include the sale of Solus Biotech, improved control of its operating costs, and rapid increase in capacity for copper foil.
The company has already secured strong order backlog from customers including LG Energy Solution, Tesla Motors, and SK On.


Solus Advanced Materials: Key Catalysts to Continue Its Outperformance in 2023