SK Shieldus IPO - Refiling Disclosures Should Make Multiples Move, LOWER.
SK Shieldus (SKS) aims to raise around US$800m via issuing a mix of primary and secondary shares in its Korea IPO. In this note we will look at the...
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LG Energy IPO Lock-Up - Some Might Be Tempted to Book Profits
LG Energy Solution (LGES) raised US$10.8bn in its South Korea IPO in Jan 22. Its three-month lockup is set to expire soon.
459 Views
Kakao Bank: Headwinds in Transition to Endemic & Overhang from Stock Options Conversion into Equity
Efforts to normalize people's lives to pre-COVID levels are likely to be a big negative on Kakao Bank as it could slow down the demand of its non...
311 Views
SK Shieldus IPO - Fairly Valued, at Best
SK Shieldus (SKS) aims to raise around US$800m via issuing a mix of primary and secondary shares in its Korea IPO. In this note, we talk about...
413 Views
SK Shieldus IPO - Peer Comparison - Better Top Line Growth, Worse Margin Decline
SK Shieldus (SKS) aims to raise around US$800m via issuing a mix of primary and secondary shares in its Korea IPO. In this note, we undertake a...
414 Views