Last Week in Event SPACE - Mirae, Softbank, NTT Docomo, Kakao, A/H Shares
Last week, Mirae Asset Daewoo Securities Co Ltd (006800 KS)'s rights and arb opportunities; IPO'ing its mobile unit will provide a better...
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Kakao GDR Issuance Update
It was reported today that Kakao Corp (035720 KS) was selling the GDRs at US$121.40 to US$121.97 each, which translates to ₩129,000 to ₩130,000 per...
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Kakao: SoTP Valuation & Cryptocurrency Exchange Optionality
Our SoTP valuation analysis of Kakao Corp (035720 KS) suggests 12.0 trillion won in implied market cap or 176,622 won per share, which represents...
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Kakao Valuation Study for GDR Bookbuilding
Kakao Corp (035720 KS)'s GDR roadshows began on last Monday (Jan 8). This means it is really time to be serious about Kakao's true valuation and at...
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Cafe24: Valuation Analysis
Our valuation analysis of Cafe24 (042000 KF) suggests that we would take this IPO deal. Our base one-year target price suggests a price target of...
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