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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Alpha Generation Through Share Buybacks in Korea: Bi-Monthly (Mar and Apr 2024)
In this insight, we discuss the alpha generation through companies that announced share buybacks in Korea in March and April 2024.
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Krafton: Block Deal Sale of About 270 Billion Won
After the market close on 22 April, it was reported that SK Square plans to sell 2.2% stake in Krafton in a block deal sale worth about 270 billion...
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Krafton Placement - Stock Has Been Doing Well, Momentum Remains Strong
SK Square is looking to raise around US$198m via selling 2.1% of Krafton (259960 KS). In this note, we talk about the deal dyanmics and run it...
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Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April
Shift Up announced that it will be postponing its IPO to July. A major investment positive is the enormous initial success of Stellar Blade which...
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