2023 High Conviction: Naver Corp - "The Genius Turtle"
Naver Corp is our 2023 high conviction play. In this report, we provide a deep-dive analysis of Naver Corp and why we believe this stock has an...
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ECM Weekly (6th Nov 2022) - Giant Biogene, Blibli, Betagro, Bionote, Fusion, Medanta, Bikaji, Axis
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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GEM Weekly (21 Oct 2022): Indonesian Interest Rates; Kakao, Naver, Ant Group, Tencent, MTN, Infosys
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Shorting Angle on Kakao Corp in the Wake of an Unprecedented Server Failure Incident
This post summarizes Kakao's unprecedented server failure incident and examines the leading investment point based on the imminent regulatory risks.
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Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
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