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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
Issues1363Founded3 years agoLast Issue6 days ago
Active

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Latest Issues

SK D&D: Destroying Value or Preventing a Bankruptcy? [Capital Raise of 240% of Issued Shares]

Some of the minority shareholders are fiercely protesting SK D&D’s decision to launch a massive capital increase amounting to 240% of its outstanding shares.

Some of the minority shareholders are fiercely protesting SK D&D’s decision to la...

6 days ago
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Unitree Robotics IPO Preview

Unitree Robotics is getting ready to complete its IPO on the STAR market of this Shanghai Stock Exchange this month.

Unitree Robotics is getting ready to complete its IPO on the STAR market of this Shanghai Stock Exchange this month.

7 days ago
1
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HD Hyundai: Chung Ki-Sung To Receive Additional 3.5% Stake from Dad + Updated NAV Valuation Analysis

Chung Mong-Joon is gifting a 3.54% stake in HD Hyundai to his eldest son HD Hyundai Chairman Chung Ki-Sung which will raise his stake in HD Hyundai to 9.67%.

Chung Mong-Joon is gifting a 3.54% stake in HD Hyundai to his eldest son HD Hyund...

8 days ago
1
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Shein IPO Preview

Shein is actively preparing for an IPO on the Hong Kong Stock Exchange, tentatively scheduled for the second half of 2026.

Shein is actively preparing for an IPO on the Hong Kong Stock Exchange, tentatively scheduled for the second half of...

8 days ago
2
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SK Hynix to Announce a Major Shareholder Return Plan - But How Much Is This Already Factored In?

In my view, SK Hynix (000660 KS) is likely to announce a major shareholder return program soon which could include a combination of share buybacks, cancellations, and special dividends.

In my view, SK Hynix (000660 KS) is likely to announc...

9 days ago
2
1
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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 (with focus on Korea) in top-tier investment banks and hedge funds.

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