Cafe24 IPO Preview (Part 2): Korea's Shopify, But at What Price?
In this report, we provide more detailed analysis of the Cafe24. This IPO is important mainly because it is the first "Tesla" requirements based...
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Googling ASEAN E-Commerce
In a joint research between Google, the world's search titan with more than 99% market share of search in Thailand, and Temasek, the mighty...
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Kakao Announces a US$1 Billion GDR Issue
Kakao Corp (035720 KS) announced a US$1 billion GDR issue today. The company plans to list the GDR shares in the Singapore Exchange. Kakao plans to...
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Sogou 搜狗: Not So Goud (*groan*)
Sogou's IPO priced at the high end ($13) exactly as contemplated, making this ripe for a short trade with excellent risk/reward.This note is a...
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21 Things Worth Knowing (#12)
In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper...
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