Kakao Bank & Kakao Pay Listings in Close Proximity: Institutional Cannibalization Risk
This post discusses local institutional investors' dilemma resulting from the fact that Kakao Bank and Kakao Pay's listing dates are close to each...
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Kakao Bank IPO - Riding on Parent's Network but Boundaries with Kakao Pay Remain Unclear
KakaoBank (1349010D KS) (KB), South Korea’s largest digital bank, aims to raise up to US$2.2bn in its South Korean IPO. Kakao Corp (035720 KS) held...
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A Guide to Notable Korean Sector Indices
Among the hundreds of local sector-themed indices, indices with significant AUM and passive impact are summarized in this post.
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Kakao Pay IPO: Do Not Worry About Maturing MAU Growth
We are unrattled by the payment business’ slower growth prospects, as the financial services business, which is just starting to gain momentum, is...
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Kakao Pay IPO Valuation Discussions
This post summarizes the most controversial aspects of Kakao Pay's IPO valuation and discusses the level of valuation that is reasonably approached.
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