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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Z Holdings (Buy) - Asian Fintech App IPOs Highlight Potential PayPay Upside
Upcoming IPOs for two Asian fintech companies provide some insight on what Z Holdings PayPay can become once it starts to monetize its business....
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Kakao Pay IPO Valuation Analysis
Our base case valuation of Kakao Pay is an implied market cap of 12.1 trillion won or 89,335 won per share, which is based on 10.7x EV/Sales...
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