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

Lee Myung-Hee Transfers All of Her 10.2% Stake In Shinsegae to Her Daughter Chung Yoo-Kyung

A Review of Korean Small Cap Gems in 2025

Shinsegae Group's SSG.com Receives 1 Trillion Won Investment: Trying to Create Korea's Amazon Fresh

Lee Myung-Hee Gives Big Stakes of Emart and Shinsegae to Her Son & Daughter

SSG.Com & 11st: Need to Drastically Cut Their Valuations to Complete Their IPOs in 2022/2023

2020 Financials Comparison of Kurly Vs SSG.Com (IPO Candidates in 2021 & 2022)

Shinsegae Group's Stock Swap With Naver & Entrance of SKT to Buy Ebay Korea

Douglas Research Advisory

Event-Driven

<ul>
<li>Emart and Shinsegae are facing concerns about put options of nearly 1 trillion won on private equity investors' investment in SSG.com nearly six years ago. </li>
<li>From AEP and BRV's point of views, they want to get their money back through put options since an IPO is not likely in the near term.</li>
<li>The most probable result appears to be that this is likely to be dragged on for some time, which will cause continued concerns on both Emart and Shinsegae. </li>
</ul>


Emart and Shinsegae are facing concerns about put options of nearly 1 trillion won on private equity investors' investment in SSG.com nearly six years ago. 
From AEP and BRV's point of views, they want to get their money back through put options since an IPO is not likely in the near term.
The most probable result appears to be that this is likely to be dragged on for some time, which will cause continued concerns on both Emart and Shinsegae. 


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