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

Equity Bottom-Up

It's the end of the year - time to reflect on the past year, spend time with friends &amp; family, think about changes to one's portfolio, and watch good movies!We are switching into XLB Materials ETF (XLB US) and take out <a href="https://www.smartkarma.com/entities/22660" target="_blank" data-smartkarma-citation="entities:22660:1">Samsung Kodex Securities Etf</a> (102970 KS) from our model portfolio. We believe that the XLB Materials ETF has a better risk-adjusted potential returns as compared to the <a href="https://www.smartkarma.com/entities/22660" target="_blank" data-smartkarma-citation="entities:22660:1">Samsung Kodex Securities Etf</a>. Three major reasons why we prefer XLB is due to 1) higher US infrastructure…

It's the end of the year - time to reflect on the past year, spend time with friends &amp; family, think about changes to one's portfolio, and watch good movies!We are switching into XLB Materials ETF (XLB US) and take out Samsung Kodex Securities Etf (102970 KS) from our model portfolio. We believe that the XLB Materials ETF has a better risk-adjusted potential returns as compared to the Samsung Kodex Securities Etf. Three major reasons why we prefer XLB is due to 1) higher US infrastructure…

Switch into XLB Materials ETF (What Did You Notice in the First Three Minutes of La La Land?)

Dow

Switch into XLB Materials ETF (What Did You Notice in the First Three Minutes of La La Land?)