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

A Potential JV Between E Mart and Alibaba's Korean Operations Could Value the JV at About $4 Billion

Chung Yong-Jin Will Receive 10% of E Mart Shares from His Mum to Become the Controlling Shareholder

Growing Importance of ACT - Korea's Largest Minority Shareholders Platform

Emart: Double Catalysts Of "Open on Sundays" + Focus on Low P/B Stocks

TMON and WeMakePrice File for Court Receivership - Impact on the Korean E-Commerce and PG Sectors

Temu and AliExpress Taking Away Meaningful Market Share from Coupang in Korea

Douglas Research Advisory

Event-Driven

<ul>
<li>Despite Shinsegae Group's to officially separate into two main business operations (E-Mart vs Shinsegae), this separation has already been in place essentially in the past several years.</li>
<li>Valuations remain compelling for both companies as they are trading at near historical low valuations.</li>
<li>Going forward, expect more management shakeups, especially at E-Mart as the company tries to stage a major turnaround of its operations, especially in terms of profitability. </li>
</ul>


Despite Shinsegae Group's to officially separate into two main business operations (E-Mart vs Shinsegae), this separation has already been in place essentially in the past several years.
Valuations remain compelling for both companies as they are trading at near historical low valuations.
Going forward, expect more management shakeups, especially at E-Mart as the company tries to stage a major turnaround of its operations, especially in terms of profitability. 


新世界がグループ構造を2つの異なるサブグループに正式に再編

E Mart Inc

新世界がグループ構造を2つの異なるサブグループに正式に再編