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...
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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,...
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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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PayPal Allows Transactions in Cryptos: Top 5 AsiaPac Crypto-Sensitive Names to Play
Paypal recently announced that it will allow the use of cryptocurrencies on its website. In this insight, we discuss the top 5 Asian companies that...
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