Naver (2023 High Conviction Update): Turbo-Charged by Expected Launch of Korean Version of ChatGPT
Naver plans to launch its own Korean version of ChatGPT in 1H 2023. We believe that this will act as an important catalyst that is likely to...
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Konan Technology: Surging Share Price Due to Global Interest in Chat GPT AI
Konan Technology is one of the competitors to Open AI (Chat GPT) in Korea. We provide a framework of valuing Konan Technology. We would not chase...
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Align Partners' Lee Chang-Hwan Joins SM Entertainment as a Board Member
We believe that Lee Chang-Hwan (CEO of APCM) joining SM Entertainment as a board member will have a positive impact on the company to meaningfully...
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Introducing KODEX Top 5 Plus ETF Rebalancing Event
KODEX Top 5 Plus ETF rebalancing will likely feature one constituent change, which can deliver a juicy day trading return.
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Oasis Corporation IPO - Peer Comparison - Smallest in Scale but Largest in Profitability
OASIS Corp (370190 KS) is looking to raise up to US$166m in its upcoming Korea IPO. In our previous notes, we looked at the company’s past...
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