Bionote Pre-IPO Peer Comp - Larger Segment Leads in Margins, but Trend Could Be Reversing
Bionote is looking to raise approximately US$200m in its Korean IPO. The IPO would consist of both a primary and secondary selldown. In this note,...
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Japan Fintech - Rule Changes Should Benefit Cashless Apps like PayPay
The MHLW is likely to update rules on digital wage payments by fiscal year end, opening the door for cashless apps to participate. That is positive...
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Shorting Angle on Kakao Corp in the Wake of an Unprecedented Server Failure Incident
This post summarizes Kakao's unprecedented server failure incident and examines the leading investment point based on the imminent regulatory risks.
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Lionheart IPO - Thoughts on Valuation
Lionheart Studio (426630 KS), a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note,...
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LionHeart Studio IPO - Peer Comparison - Youngest and Most Untested
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we...
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