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 Is LG CNS One of the Hottest Stocks in Korea in the Past One Month? Answer: Stablecoin Platform

Top 10 Korean Stock Picks and Key Catalysts Bi-Weekly (4 to 18 July 2025)

LG CNS: End of Lockup for 67.5% of Outstanding Shares on 5 August

Big Crypto Money Move in Korea - Impact on Key Listed Korean Companies

MSCI Korea Rebalancing - How Much Alpha Does It Generate?

Circle IPO Analysis (Second Largest Issuer of Stablecoins Globally)

Circle Internet Group (CRCL): Ark, BlackRock to Anchor Oversubscribed Stablecoin IPO

Circle Internet Group (CRCL): Acquisition Target Moves Ahead with IPO

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>WSJ reported that Amazon and other major multinational in the US are actively considering on potentially issuing their own stablecoins. This could negatively impact card issuers such as Samsung Card. </li>
<li>Once stablecoins are legally approved in South Korea and some of the major merchants in Korea start to use stablecoins, the current revenue streams of Samsung Card could get disrupted.</li>
<li>Although the exact levels of revenue disruption still remain uncertain, many investors do not like uncertainty which means that some investors could start to reduce their holdings on Samsung Card. </li>
</ul>


WSJ reported that Amazon and other major multinational in the US are actively considering on potentially issuing their own stablecoins. This could negatively impact card issuers such as Samsung Card. 
Once stablecoins are legally approved in South Korea and some of the major merchants in Korea start to use stablecoins, the current revenue streams of Samsung Card could get disrupted.
Although the exact levels of revenue disruption still remain uncertain, many investors do not like uncertainty which means that some investors could start to reduce their holdings on Samsung Card. 


アマゾンのステーブルコイン発行がサムスンカードの株価にマイナスの影響を与える理由

Samsung Card Co

アマゾンのステーブルコイン発行がサムスンカードの株価にマイナスの影響を与える理由