Increasing Probability of Kakao Corp Losing Its Controlling Shareholding of Kakao Bank
In this insight, we discuss the increasing probability of Kakao Corp losing its controlling shareholding of Kakao Bank. Kakao Corp could be forced...
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Understanding Kakao Bank's Overhang Risk from Legal Consequences for Kakao Corp
This post provides a precise understanding of the potential overhang risk for Kakao Bank resulting from legal consequences for Kakao Corp.
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Cainiao Pre-IPO - Initial Thoughts on Valuation
Cainiao Smart Logistics, Alibaba Group Holding’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Cainiao Pre-IPO - Peer Comparison
Cainiao Smart Logistics, Alibaba (9988 HK)’s logistics linked arm, is planning to raise at least US$1bn in its Hong Kong IPO.
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
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