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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Korea Consumer Discretionary: A Pair Trade (Long CJ ENM and Short HYBE)
In this insight, we discuss a pair trade of going long on CJ ENM and going short on HYBE. CJ ENM's valuations are much more attractive and offer...
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LionHeart Studio Pre-IPO - The Negatives - Appears to Be Well past Its Peak, Founder Cashed In $700m
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 talk...
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K Car Lockup - Small Stock with a Big Lockup - Money Recouped, Any Price Is a Good Price to Sell
K Car completed its IPO in South Korea in Oct 21. It raised around US$300m after having downsized the offering. Its IPO lockup will expire soon...
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ECM Weekly (9th Oct 2022) - CALB, Socionext, Betagro, Country Style, I-Tail, Lionheart, Kakao Pay
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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