Is Kakao Cheap or Not? Actions Louder than Words
Has Kakao bottomed or is there further downside from here? We examine why the stock is more likely to fall and what investors are using as...
304 Views
Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
384 Views
ECM Weekly (2nd Oct 2022) - Onewo, Leapmotor, CALB, Socionext, WCP, Oyo, Ixigo, Tencent, Taiwan Cemt
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
421 Views
Asia Ex-Japan Funds Rotate Out of South Korea
Active Asia Ex-Japan managers have rotated away from South Korean stocks in 2022, pushing allocations towards their lowest level in over a decade.
281 Views
WCP IPO Trading - Peer Correction Means Price Cut Still Wasn’t Enough
WCP raised around US$314m via selling a mix of primary and secondary shares in its Korean IPO. In this note, we talk about the trading dynamics.
318 Views