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Douglas Research Insights

Douglas Kim

Douglas Research Insights is an investment newsletter focusing on the Korean/Asian equity markets.

Platform
Substack
PricingOnly paid issues
PublishesDailyIssues640
SubscribersRead douglasresearch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Dozn IPO Preview

Dozn is getting ready to complete its IPO in Korea in March 2025.

a month ago
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Mixue Group IPO Valuation Analysis

Mixue Group plans to complete its IPO, selling 17.1 million shares at the IPO price of HK$202.50 per share.

a month ago
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Paid

What Is NPS Buying and Selling in the Korean Stock Market in 2025 So Far?

KOSPI and KOSDAQ are up 10.2% and 14%, respectively YTD, outperforming S&P 500 is up 2.2% in the same period.

a month ago
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Recent Block Deal Sale on HD Hyundai Marine Solution and Headwinds on Korean Shipbuilding Sector

On 19 February, KKR sold 2 million shares (4.49%) stake in HD Hyundai Marine Solution at 147,500 won (9.3% discount to the previous day's closing price), representing 295 billion won.

a month ago
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Paid

Authors

The writers behind this newsletter.

  • Douglas Kim

    I am an analyst with more than 25+ years of experience covering Asian companies in numerous multinational banks and hedge funds. You could also read my materials at Smartkarma.

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