Kakao Bank Hit Home Run - Summary & Main Points to Consider
Kakao Corp (035720 KS)'s Kakao Bank hit home run on its debut day. It now has 300k account holders (just in 24 hours). This is like 3 times faster...
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LINE Theme Park in Bangkok: ASEAN Revenue to Grow?
LINE Corp (3938 JP) plans to inaugurate an indoor digital theme park in Bangkok later this year, in an effort to capitalize from the...
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Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
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Tencent's Honor of Kings Was Criticized by People's Daily; Maintain FVE
Tencent’s share price tumbled following People’s Daily’s critical report about its most popular mobile game, Honor of Kings. However, we anticipate...
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Naspers' Operational Improvements Continue
Naspers' (NPN SJ) full year results were recently released, but had been largely pre-announced. We view them positively given the challenges it has...
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