HYBE: Korean Govt Mandates BTS Members to Enlist in Military - 50% Further Downside Risk Ahead
As a result of the Korean government formalizing the BTS members to enlist in the military, we believe that HYBE's share price could fall more than...
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Korea Consumer Discretionary: A Pair Trade (Long CJ ENM and Short HYBE)
In this insight, we discuss a pair trade of going long on CJ ENM and going short on HYBE. CJ ENM's valuations are much more attractive and offer...
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A Discussion with Align Partners' CEO on SM Entertainment
This past week, I had a discussion with Changhwan Lee, the founder and CEO of Align Partners which is currently an activist investor on...
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Smartkarma Originals
Kakao Entertainment: A Korean Entertainment Powerhouse
Kakao Entertainment is one of the biggest entertainment companies in Korea. The company has a strong IP for webtoons, web novels, music, drama,...
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WISE Theme Indexes (TIGER ETFs): Rebalancing Flow Estimations
This post contains the estimations of the passive flows for the constituents of the three WISE theme indexes, which rebalance on July 14.
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