Netmarble Games IPO (Part 1) - Good: L2R; Bad: LineageM & China's Ban of New Mobile Games from Korea
GOOD NEWS: Netmarble Games' L2R mobile game is showing stunning growth.BAD NEWS: China recently banned all new mobile games from Korea. NCSoft's...
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Tencent's Top-Line Slightly Missed, but We Believe Its Long-Term Growth Potential Is Still Huge
Tencent released mixed fourth-quarter results with top-line growth slightly missing our estimates but new initiatives such as payment and cloud on...
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Netmarble Games IPO Part 2 - Business Structure, Sales Breakdown & Valuation
Netmarble Enterprise as a business group is basically a mobile game development/publishing company. It also serves PC games, but PC games account...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Netmarble Games IPO Part 1 - Schedule, Financials & Valuation
Netmarble Games finally submitted the IPO book. Netmarble Games IPO will be Korea’s biggest IPO this year. Its indicative price band is ₩121,000 -...
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