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

Higher Capital Allocation to Low PBR Companies in KOSDAQ150 + Pair Trade KOSPI200/KOSDAQ150

Korea M&A Reforms: Considering on Adopting Poison Pill in 2024

Reforms to Mergers and Acquisitions Disclosure and Evaluation Requirements in Korea

Value Partners & SC Fundamental Go Activist on KISCO Holdings - A Ridiculous Value

Korea Small Cap Gem #24: Sindoh Co [Net Cash More than 220% of Market Cap]

44% of Korean Stocks Are Trading Below Book Value - FSC Wants to Improve This (Following Japan)

Equity Bottom-Up

<ul>
<li>One of the emerging trends in the Korean equity markets in the past several weeks has been the shift out of high beta, high P/E stocks to deep value stocks.</li>
<li>In this insight, we will discuss about the top 10 stocks in Korea with highest net cash as percentage of market cap. </li>
<li>These 10 stocks are up on average 2.9% YTD, outperforming KOSPI which is down 5.9% in the same period.</li>
</ul>


One of the emerging trends in the Korean equity markets in the past several weeks has been the shift out of high beta, high P/E stocks to deep value stocks.
In this insight, we will discuss about the top 10 stocks in Korea with highest net cash as percentage of market cap. 
These 10 stocks are up on average 2.9% YTD, outperforming KOSPI which is down 5.9% in the same period.


Top 10 Stocks in Korea With Highest Net Cash as Percentage of Market Cap

Sindoh Co Ltd

Top 10 Stocks in Korea With Highest Net Cash as Percentage of Market Cap