Exploring the Kakao Corp and Krafton Deal Potential for Kakao Games
This post delves into the potential deal between Kakao Corp and Krafton for Kakao Games, focusing on the timing of the deal and its structure,...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
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Webtoon Entertainment IPO Trading - Not Cheap Given the Lack of Growth
Webtoon Entertainment (WBTN US) raised around US$315m in its US IPO, after pricing the deal at the top of the range at US$21/share.
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Webtoon Entertainment IPO: Favorable Risk/Reward IPO Valuation and Limited Downside Potential
I see upside for Webtoon Entertainment shares and my implied equity value of ~$3.3B represents ~29% upside vs. expected IPO price range of $18 to...
710 Views
Mandatory Block Deal Pre-Announcement Requirement in Korea Starting 24 July: Impact on Block Deals
According to Seoul Economic Daily, LG Chem has been tapping various institutional investors for a potential block deal sale of about 1 trillion won...
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