2021 Major IPOs Pipeline in Korea
This is our 6th "Annual Edition of the Major Korean IPOs Pipeline Preview" already at Smartkarma! In this report, we have identified 50 companies...
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AMZN into Korea - "We Are Not Here to Take Part, We're Here to Take Over!"
I guess the Koreans aren't scared of Amazon's entry into the ecommerce space! I'm a seller of Naver here on the news that Amazon will come into...
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Naver - Time to Go Underweight (Covid Recovery + Amazon)
In this insight, we provide an updated valuation of Naver Corp (035420 KS). We believe now is the time to go Underweight on Naver Corp, which is up...
337 Views
Kakao Corp SoTP Valuation - Time To Go Underweight
We believe now is the time to go Underweight on Kakao Corp. Our base case valuation suggests an implied value of 296,066 won per share,...
215 Views
Asia Short Interest Weekly: Rising Shorts in HK, Japan and Taiwan
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest that could be...
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