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

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (15 to 29 August 2025)

SM Entertainment: Disposal of Non Core Assets - SM C&C and KeyEast

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

JYP Entertainment: A2K Launch in 4Q 2023 & MSCI Korea Inclusion Candidate in 2H 2023

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

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

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>JYP Entertainment reported an explosive growth in sales and profits in 2Q 2025. It achieved sales of 215.8 billion won (up 125.5% YoY and 6.4% higher than consensus).</li>
<li>JYP also had an operating profit of 52.9 billion won (up 466.5% YoY and 23.3% higher than consensus in 2Q 2025.</li>
<li><em><strong> JYP's much better than expected results in 2Q 2025 confirms its ability to monetize the growing popularity of K-Pop globally.  </strong></em></li>
</ul>


JYP Entertainment reported an explosive growth in sales and profits in 2Q 2025. It achieved sales of 215.8 billion won (up 125.5% YoY and 6.4% higher than consensus).
JYP also had an operating profit of 52.9 billion won (up 466.5% YoY and 23.3% higher than consensus in 2Q 2025.
 JYP's much better than expected results in 2Q 2025 confirms its ability to monetize the growing popularity of K-Pop globally.  


JYPエンターテインメント：2025年第2四半期の爆発的な利益成長

Jyp Entertainment

JYPエンターテインメント：2025年第2四半期の爆発的な利益成長