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

Why A Sale or Restructuring of SK Planet Is Likely - Currently in a Denial Phase of a Chicken Game

Potential Alliance Between SK Telecom and Amazon for Quantum Cryptography Communication?

Conference Call Highlights of SKT's 2Q17 Results

Data Analysis of Major Retail Companies in Korea

Retail Malls: Rest in Peace? Not so Soon …

Location for the Biggest Dept Store in Seoul, Opening of Starfield Hanam, & Curse of the Skyscrapers

Equity Bottom-Up

<p><strong>We believe that Amazon is ready to start the e-commerce service in Korea after more than a decade of waiting.</strong> Although the company has yet to officially state exactly when it will start its service in Korea, the company has posted numerous job ads that are essential to the e-commerce business. Despite this uncertainty, we believe that there is a high probability of the company announcing the official start of e-commerce service in Korea sometime in the next six months. Many Korean consumers have…</p>

We believe that Amazon is ready to start the e-commerce service in Korea after more than a decade of waiting. Although the company has yet to officially state exactly when it will start its service in Korea, the company has posted numerous job ads that are essential to the e-commerce business. Despite this uncertainty, we believe that there is a high probability of the company announcing the official start of e-commerce service in Korea sometime in the next six months. Many Korean consumers have…

Hyundai Home Shopping Network (057050 KS)

アマゾン、韓国で電子商取引サービス開始へ：2017年韓国小売業界最大の出来事

Lotte Shopping Co

アマゾン、韓国で電子商取引サービス開始へ：2017年韓国小売業界最大の出来事