HeyJaredDouglas Research Insights
Douglas Research Insights is an investment newsletter focusing on the Korean/Asian equity markets.
- Indexed issues, last 90 days
- 38
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Sep 4, 2026
Latest issues
Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2026 (opens the original)
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In this insight, I highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in 4Q 2026.I provide five holdco/opco pairs that have experienced noticeable divergence in the past three months and closing of their gaps could occur in the next several weeks.Of the 38 pairs, six of them are near or more than 2 standard deviations (in terms of their changing share price movements in the past three months).Korean Holdcos Vs Opcos Gap Sp
Cheil Worldwide - Cancellation of 13.9% of Outstanding Shares (opens the original)
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On 30 September, Cheil Worldwide (030000 KS) announced that it is cancelling its entire treasury shares, representing 12% of outstanding shares.Cheil Worldwide also plans to buy back an additional 40 billion won worth of shares on the open market between October 1 and December 30, representing 1.9% of outstanding shares.The bigger concerns are the company’s relatively flat growth in sales and profits which has partly been due to the negative impact of the greater use of generative AI services. <
Flashlight Capital Goes Activist on SECOM (Overhaul Its Overseas Strategy) (opens the original)
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Flashlight Capital (Singapore based activist firm) is going activist on Secom Co Ltd (9735 JP), especially demanding Secom’s management team to overhaul the company’s overseas strategy.Flashlight Capital has urged SECOM to increase its stakes in S-1 and Taiwan SECOM to at least 50% for under JPY 156 billion to raise overseas revenue to approximately 28%.All in all, despite Flashlight Capital’s attempt at overhauling Secom Co’s overseas business, I think realistically any major change could take
FnGuide - Significant Improvement in the New Value-Up Program (opens the original)
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FnGuide Inc (064850 KS) announced a significant improvement in its new Corporate Value-Up program. The changes are meaningful and likely to have positive impact on share price.FnGuide also plans on share buyback and cancellation of 15 billion won over the next three years (2026 - 2028).FnGuide raised total shareholder returns to 40% or higher from 2026 to 2028. Previously, FnGuide did not explicitly mention the total shareholder returns, other than the 25%+ dividend payout ratio.
Hanwha Aerospace and Other Hanwha Affiliates Now Own 15.9% of KAI - Next Move? (opens the original)
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In the past several months, Hanwha Group companies purchased additional shares in Korea Aerospace Industries (KAI) so their combined stake is now 15.89%.Hanwha Aerospace owns 9.9% stake in KAI, followed by Hanwha Systems (4.98%), and Hanwha Aerospace USA (1.01%).I provide four main scenarios of the potential next moves by the Hanwha Group companies regarding Korea Aerospace Industries. Read more
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