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

Boston Dynamics - Rights Offering of 1.2 Trillion Won Expected; Potential IPO in 2027/2028 in NASDAQ

Hyundai Glovis: Cumulative Voting System Could Improve Corporate Governance of Hyundai Motor Group

US Tariffs on Imports from Japan Lowered to 15% but Imports from Korea Are Unchanged at 25% - Why?

Kia Corp: The Best Performing Stock Among Top 10 Market Cap Companies in KOSPI YTD

Hyundai Motor: Share Buyback of 1 Trillion Won and Trump's Tariffs

Hyundai Mobis: A Turnaround Story With Strong Outperformance in the Past Three Months

Hyundai Motor Securities Announces a Rights Offering Involving a 49% Shares Dilution

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>In the past week, one of the biggest stories in Korea has been the Hyundai Motor Group's mega $21 billion investment in the United States.</li>
<li>There is a real concern that Hyundai Motor may need to raise external capital to fund its US investments/share buybacks/dividends in 2027/2028.</li>
<li>Hyundai Motor (005380 KS) remains one of the most undervalued global auto companies. It is trading at P/E of 4.7x in 2025 and 4.5x in 20026. </li>
</ul>


In the past week, one of the biggest stories in Korea has been the Hyundai Motor Group's mega $21 billion investment in the United States.
There is a real concern that Hyundai Motor may need to raise external capital to fund its US investments/share buybacks/dividends in 2027/2028.
Hyundai Motor (005380 KS) remains one of the most undervalued global auto companies. It is trading at P/E of 4.7x in 2025 and 4.5x in 20026. 


現代自動車グループ - 米国への210億ドルの投資 [資金はどこから来るのか?]