Tencent: An Update on Investees and the Implied Valuation of Consolidated Operations
In this insight, I account for the increase in fair value of Tencent’s investees, including the Kuaishou IPO, which indicates that consolidated...
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The Merger of Kakao Page & Kakao M to Create Kakao Entertainment
On 25 January, Kakao Page and Kakao M announced that they held a board meeting to decide on a merger and launch Kakao Entertainment, which would be...
262 Views
Asia Short Interest: Smoore, JD, SMIC, China Mobile, Itochu, Honda, Ana, Samsung, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
351 Views
Asia Short Interest: China Mobile, CNOOC, Xiaomi, JD, Change, KT, Samsung, TSMC, Largan
The weekly short interest report looks at large moves across HK, Japan, Korea and Taiwan stocks and helps in determining market interest that could...
315 Views
Initial Thoughts on the Coupang IPO & Impact on SK Telecom (11st) Vs. Naver
According to Bloomberg, it reported that Coupang is getting ready to complete its IPO as soon as 2Q 2021. The estimated valuation of Coupang could...
603 Views