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

Internet of Things Will Change the World (Part 4) - Korea; Security & Telecom (Friend or Foe?)

Internet of Things Will Change the World (Part 3) - Korea; Revenge of the Telcos

Internet of Things Will Change the World (Part 2) - Korea; Strong Market Growth in 2015

Equity Bottom-Up

<p><strong>One of the developing themes in the Korean stock market recently has been the aggressive reorganization of the various Samsung Group affiliates.</strong> We mentioned in our previous report <a href="https://www.smartkarma.com/insights/2016-korea-m-a-market-outlook-what-s-for-sale" target="_blank" data-smartkarma-citation="insights:2756">2016 Korea M&amp;A Market Outlook - What’s For Sale?</a> that "Korea Inc. is becoming less of an octopus and more of a shark." Samsung Group is spearheading this movement, selling off what it considers non-core assets. In late 2014, Samsung Group sold Samsung Techwin, Samsung Thales, Samsung Fine Chemicals, and Samsung Total…</p>

One of the developing themes in the Korean stock market recently has been the aggressive reorganization of the various Samsung Group affiliates. We mentioned in our previous report 2016 Korea M&amp;A Market Outlook - What’s For Sale? that "Korea Inc. is becoming less of an octopus and more of a shark." Samsung Group is spearheading this movement, selling off what it considers non-core assets. In late 2014, Samsung Group sold Samsung Techwin, Samsung Thales, Samsung Fine Chemicals, and Samsung Total…

S1 Corp - 삼성그룹의 핵심사업인가, 비핵심사업인가?

S 1 Corporation

S1 Corp - 삼성그룹의 핵심사업인가, 비핵심사업인가?