AliPay's US$200mil Investment in KakaoPay - Reality Check
Alipay's Ant Financial and KakaoPay (to be split off in this April as one of Kakao Corp's affiliate) join hands to allow cross-use of their systems...
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Why Do I Have a Good Feeling About Kakao?
Usually, fourth quarter has been the strongest sales period for Kakao. Seasonality certainly seemed to have played an important role in Kakao's...
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Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
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Initiating Coverage of Kakao With No Moat, Stable Trend, and FVE of KRW 78,000; Stock Is Overvalued
Kakao has been dominating the mobile messaging service market in South Korea since its launch in 2010. However, we think investment in this company...
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