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

Emergence of North Korea Reconciliation Related Stocks Starting to Outperform

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (20 June to 4 July 2025)

A Pair Trade Between SM Entertainment (Long) Vs HYBE (Short)

Potential Sale of a Controlling Stake in SK Siltron to Hahn & Co

China Could Lift Ban on Korean Popular Culture (Hallyu) As Early As May 2025

Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform

Biggest One Day Move in Higher Share Performance YTD in 2025 for Major Korean Holdcos Today - Why?

Korea Value Up: Outperformance Relative to KOSPI200 & KOSDAQ150 Likely to Attract Greater Capital

Douglas Research Advisory

Cross Asset Strategy

<ul>
<li>In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks (6 to 20 June 2025).</li>
<li>The top three picks in the past two weeks included Samsung C&amp;T, Amorepacific Holdings, and Samsung Securities . They were offset by poor performances by Nongshim and Krafton. </li>
<li>The top 10 picks in this bi-weekly include Amorepacific Holdings, LG Corp, Hyundai Elevator, CS Wind, SK Hynix, Korea Investment Holdings, Samsung F&amp;M Insurance, JYP Entertainment, HiteJinro, and SK Inc.</li>
</ul>


In this insight, we provide the top 10 stocks picks and key catalysts in the Korean stock market for the two weeks (6 to 20 June 2025).
The top three picks in the past two weeks included Samsung C&amp;T, Amorepacific Holdings, and Samsung Securities . They were offset by poor performances by Nongshim and Krafton. 
The top 10 picks in this bi-weekly include Amorepacific Holdings, LG Corp, Hyundai Elevator, CS Wind, SK Hynix, Korea Investment Holdings, Samsung F&amp;M Insurance, JYP Entertainment, HiteJinro, and SK Inc.


Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (6 June to 20 2025)