Douglas Research Insights
Douglas KimDouglas Research Insights is an investment newsletter focusing on the Korean/Asian equity markets.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1267 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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douglasresearch.substack.comLatest Issues
HD Hyundai: Updated NAV Analysis and Record Results in 1Q 2026
My base case NAV valuation of HD Hyundai is market cap of 30 trillion won or target price of 380,300 won per share which represents 27.4% higher than current price.
My base case NAV valuation of HD Hyundai is market cap of 30 trillion won...
"National Dividend" For Excess Profits from Korean AI/Semiconductor Companies? Karl Marx Would Be Proud
KOSPI declined by 2.3% on Monday (11 May), mainly due to concerns about imposing “national dividend” for excess profits from AI/semiconductor related companies in Korea (Samsung Electronics and SK Hynix).
KOSPI declined by 2.3% on Monday (...
Hyosung's Transformation into a Holdco + Four Subsidiaries
I published this article back in 2018. There have been a lot of interest on Hyosung Group related shares, especially Hyosung Corp and Hyosung Heavy Indutries. This article should provide better background. Free to read.
Hyosung Corporation...
A Pair Trade on Hyosung Corp (Long) And Hyosung Heavy Industries (Short)
In this insight, I discuss a pair trade between Hyosung Corporation (004800 KS) (long) and Hyosung Heavy Industries Corp (298040 KS) (short).
In this insight, I discuss a pair trade between Hyosung Corporation (004800 KS) (long) and Hyosun...
Big Wave Robotics IPO Valuation Analysis
My base case valuation of Big Wave Robotics is implied target price of 58,987 won per share, which represents 118% higher than high end of the IPO price range.
My base case valuation of Big Wave Robotics is implied target price of 58,987 w...
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Subscribers, engagement, traffic and sponsorship for Douglas Research Insights.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I am an analyst with more than 30+ years of experience covering Asian companies in top-tier investment banks and hedge funds.
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