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Douglas Research Insights

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

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WSJ Reports Trump Wants to Meet Kim Jong-Un in 2026 - Impact on North Korea Related Stocks

On 18 August, WSJ reported that the Donald Trump wants to meet North Korea’s Kim Jong-Un as soon as this fall.

SK Hynix's 40 Trillion Won Share Buyback and Cancellation - Trading Implications

SK Hynix announced a major treasury shares repurchase and cancellation of about 40 trillion won ($29 billion), representing about 3.3% of outstanding shares.

Tender Offer of a 30% Stake in Refine Co by Stonebridge Capital and LS Securities

Private equity firm Stonebridge Capital and LS SECURITIES Co Ltd (078020 KS) are launching a tender offer for a 30% stake in Refine Co Ltd (377450 KS).

Silicon2: Capital Raise of 300 Billion Won from CVC Capital

Silicon2 (257720 KS) has secured a third party allocated capital increase worth 300 billion won (representing 10.3% of market share) from CVC Capital private equity firm.

Kakao Mobility - The BOD Approves An ADR Issue

On 17 August, it was reported that Kakao Mobility’s BOD has approved a plan to issue ADRs.

Increasing Probability of Calling Off the Solidigm IPO on NASDAQ?

In the past few weeks, there have been increased market chatters about the potential IPO of Solidigm, a U.S.

Korea Corporate Value Up Weekly Review #1 [Week Ending 14 August 2026]

This is our inaugural issue of Korea Corporate Value Up Weekly.

Korea Sector ETFs Weekly #1 [Week Ending 14 August 2026]

This is our first inaugural issue of Korea Sector ETFs Weekly.

Korea Small Cap Gem #67: Infovine

Infovine has one of the largest percentages of treasury shares as percentage of outstanding shares in Korea.

FT States Anthropic Is Planning an IPO at $2T+ Valuation: Buy the Rumor, Sell the News & Market Top?

According to Financial Times, Anthropic is preparing to complete an IPO of $2 trillion or more in October 2026, which would be the largest IPO in history.