Kakao Bank & Kakao Pay Listings in Close Proximity: Institutional Cannibalization Risk
This post discusses local institutional investors' dilemma resulting from the fact that Kakao Bank and Kakao Pay's listing dates are close to each...
356 Views
Kakao Bank IPO - Riding on Parent's Network but Boundaries with Kakao Pay Remain Unclear
KakaoBank (1349010D KS) (KB), South Korea’s largest digital bank, aims to raise up to US$2.2bn in its South Korean IPO. Kakao Corp (035720 KS) held...
336 Views
A Guide to Notable Korean Sector Indices
Among the hundreds of local sector-themed indices, indices with significant AUM and passive impact are summarized in this post.
237 Views
Kakao Pay IPO: Do Not Worry About Maturing MAU Growth
We are unrattled by the payment business’ slower growth prospects, as the financial services business, which is just starting to gain momentum, is...
273 Views
Kakao Pay IPO Valuation Discussions
This post summarizes the most controversial aspects of Kakao Pay's IPO valuation and discusses the level of valuation that is reasonably approached.
402 Views