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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 issuesPublishesDaily
Issues978SubscribersRead douglasresearch.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

An Update of Our 2025 High Conviction Pick: Samsung Electronics

Back on 6 November 2024, we published an insight called 2025 High Conviction: Samsung Electronics.

2 months ago
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Hanwha Ocean: Negative Impact from Chinese Government's Efforts to Crack Down on U.S. Subsidiaries

Chinese government’s efforts to ban Hanwha Ocean’s five U.S.

2 months ago
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Top Toy IPO Preview

Top Toy International is getting ready to complete its IPO in Hong Kong in the next several months.

2 months ago
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Value Partners: Supports Samyang Holdings' Equity Spin-Off Plan But Must Cancel Treasury Shares

On 13 October, Value Partners has come out in support of Samyang Holdings (000070 KS)’s equity spin-off plan but on the condition that the company must cancel its treasury shares.

2 months ago
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Authors

The writers behind this newsletter.

  • Douglas Kim

    I am an analyst with more than 30+ years of experience covering Asian companies in numerous multinational banks and hedge funds. You could also read my materials at Smartkarma.

  • Frequently Asked Questions

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