Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Equity Bottom-Up

<p>Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is not a matter of whether Kakao overpaid or not. <strong>The truly important thing is that Kakao desperately needs Loen for whatever price it is.</strong> It is now very clear that Kakao Chairman Kim Beom-su needs to be a down-to-earth person again, particularly at this crucial moment when the combined company of Kakao and Daum is still struggling to meet high…</p>

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is not a matter of whether Kakao overpaid or not. The truly important thing is that Kakao desperately needs Loen for whatever price it is. It is now very clear that Kakao Chairman Kim Beom-su needs to be a down-to-earth person again, particularly at this crucial moment when the combined company of Kakao and Daum is still struggling to meet high…

Kakao (035720), Why Loen (016170)? Overpay?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul>
<li>In this insight, we discuss the top six stocks in Korea which could be the biggest movers due to the 2022 FIFA World Cup. </li>
<li>Due to the large impact of the World Cup this year, these six stocks could potentially outperform the market leading into the FIFA World Cup.</li>
<li>Among these six stocks, we particularly like AfreecaTV, HiteJinro, and BGF Retail in the next six months. </li>
</ul>


In this insight, we discuss the top six stocks in Korea which could be the biggest movers due to the 2022 FIFA World Cup. 
Due to the large impact of the World Cup this year, these six stocks could potentially outperform the market leading into the FIFA World Cup.
Among these six stocks, we particularly like AfreecaTV, HiteJinro, and BGF Retail in the next six months. 


2022 FIFA World Cup in Qatar: Top 6 Potential Winners in the Korean Stock Market

South Korea

Kakao Corp. provides Internet portal services such as news, free e-mail, and leisure information.  The Company also offers cross-platform mobile messaging application that allows users to exchange messages.

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Kakao Corp (035720 KS)

Kakao (035720), Why Loen (016170)? Overpay?

Did Kakao (035720) overpay for Loen (016170)? Probably Yes. However, is this really a surprise? Clearly No. What I am trying to say is that this is...

Sanghyun Park

2022 FIFA World Cup in Qatar: Top 6 Potential Winners in the Korean Stock Market

In this insight, we discuss the top six stocks in Korea which could be the biggest movers due to the 2022 FIFA World Cup.

Douglas Kim

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)