ECM Weekly (12th Feb 2023) - Hesai, Oasis, Mankind, Greatpower, Ruipeng, CATL, Nissan/Renault
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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GEM Weekly (10 Feb 2023): Indonesia, Thailand, India, China, Malaysia Macro; Samsung, Baidu, Kakao
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Naver (2023 High Conviction Update): Turbo-Charged by Expected Launch of Korean Version of ChatGPT
Naver plans to launch its own Korean version of ChatGPT in 1H 2023. We believe that this will act as an important catalyst that is likely to...
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SM Entertainment: A Rights Offering & CB Issue to Kakao Corp
On 7 February, it was announced that SM Entertainment will conduct a third party rights offering and CB issue to Kakao Corp. Post these deals,...
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Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI
Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...
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