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

ADL Breadth Technical Starting to Break Down for KOSPI + RIA Accounts Surpasses 4 Trillion Won

SK Hynix: To Complete an ADR Listing on NASDAQ in August?

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

A Wild First Day Trading for 2x Single Stock Leveraged Products for Samsung Electronics and SK Hynix

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

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

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

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In the past week, one of the biggest news flow in the global semiconductor industry was that SpaceX's Terafab semiconductor company is proceeding with its $55 billion investment.</li>
<li>Surging semiconductor chip prices and sales/earnings/stock prices of major global semiconductor companies have given additional impetus for Elon Musk to accelerate the building of his semiconductor manufacturing facility in Texas.</li>
<li><strong>The launch of Terafab is a long-term negative on Samsung Electronics and SK Hynix. Aggressive expansion of Terafab is likely to increase competition for manufacturing AI related semiconductor chips. </strong></li>
</ul>


In the past week, one of the biggest news flow in the global semiconductor industry was that SpaceX's Terafab semiconductor company is proceeding with its $55 billion investment.
Surging semiconductor chip prices and sales/earnings/stock prices of major global semiconductor companies have given additional impetus for Elon Musk to accelerate the building of his semiconductor manufacturing facility in Texas.
The launch of Terafab is a long-term negative on Samsung Electronics and SK Hynix. Aggressive expansion of Terafab is likely to increase competition for manufacturing AI related semiconductor chips. 


TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

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