AMZN into Korea - "We Are Not Here to Take Part, We're Here to Take Over!"
I guess the Koreans aren't scared of Amazon's entry into the ecommerce space! I'm a seller of Naver here on the news that Amazon will come into...
363 Views
Coway: Overseas Operating Leverage Kicking In
Growth and operating leverage in overseas operations should drive earnings growth acceleration going into next year, which makes Coway interesting...
276 Views
Netmarble Corp: Firing on All Cylinders + Earnings Beat Consensus by Big Amount in 2Q 2020
Netmarble Corporation (251270 KS) reported excellent 2Q 2020 earnings results after the market close today. Due to the much better than expected...
373 Views
Coway: Business Model Proves Resilient, Earnings Upgrades Set to Continue
Coway reported a very encouraging set of 2Q20 results which managed to beat sell-side consensus on the top and bottom line. Operationally, the...
339 Views
Netmarble Corp (SoTP Valuation Analysis) - Impact of Big Hit Entertainment
Our SoTP valuation of Netmarble Corp suggests a NAV of 11.7 trillion won or 135,828 won per share, representing a 16.1% higher upside versus...
314 Views