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

Light at the End of the Dark Tunnel for Korean Cosmetics?

Gap Trades in Korean Prefs Vs Common Share Pairs in 4Q 2022

A Senior Korean Govt Official Provides the Likely Time of the End of Indoor Mask Mandate

Douglas Research Advisory

Event-Driven

<ul>
<li>Insiders have been selling at Silicon2 (257720 KS). The company's CEO Kim Seong-Woon and other related parties sold 0.37 million shares (0.6% stake) in June 2025.</li>
<li>Overall, we are concerned about this recent insider selling at Silicon2. We are lowering our rating on Silicon2 to Negative over the next 6-12 months. </li>
<li><em><strong> Silicon2 needs to introduce new cosmetic brands such as Joseon Beauty, Round Lab, and Anua that could become very popular on a regular basis. However, that could be a challenge.  </strong></em></li>
</ul>


Insiders have been selling at Silicon2 (257720 KS). The company's CEO Kim Seong-Woon and other related parties sold 0.37 million shares (0.6% stake) in June 2025.
Overall, we are concerned about this recent insider selling at Silicon2. We are lowering our rating on Silicon2 to Negative over the next 6-12 months. 
 Silicon2 needs to introduce new cosmetic brands such as Joseon Beauty, Round Lab, and Anua that could become very popular on a regular basis. However, that could be a challenge.  


シリコン2のインサイダー売却：株価へのマイナス影響