ECM Weekly (22nd Dec 2024) - LG CNS, Kioxia, Vishal Mega, IGI, Sai Life, Ventive, Paras
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Exploring the Kakao Corp and Krafton Deal Potential for Kakao Games
This post delves into the potential deal between Kakao Corp and Krafton for Kakao Games, focusing on the timing of the deal and its structure,...
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Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
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Kakao Games: Put Options on CB Likely to Drive Lower Share Price
The full exercise of the put options on CBs (500 billion won) could represent nearly 24% of Kakao Games' market cap at current prices.
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Kakao Pay Placement - Discount Is Enticing, That's It
Alipay aims to raise around US$386m via selling around 3.3% of outstanding shares of Kakao Pay. This is the first selldown by Alipay which owns...
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