Kakao V. Naver - The New Unregulated Kings of Fintech
If fintech is the flavor of 2H21, Naver should be strongly considered as another winner of this space where they will be unregulated for next 3 years.
181 Views
Kakao Entertainment - Buys US Based Tapas & Radish to Get Ready for an IPO in 2022
On 11 May, Kakao Corp (035720 KS) announced that its affiliate Kakao Entertainment Corp was acquiring US based Tapas and Radish for $510 million...
293 Views
Asia Shorts: BYD, Ping An, Toshiba, Rakus, Aeon, Celltrion, LG Display, SK Chem, Novatek, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
370 Views
Softbank Corp - Accounting for The Accounting Is Complicated
Softbank Corporation is more expensive than it appears when one uses traditional telco metrics such as EV/EBITDA or EV/OP multiples. It's all in...
424 Views
Z Holdings Begins LINE Leverage
Z Holding's is beginning to lay out its plans for exploiting LINE's potential. ZHD/LINE has massive reach which will help it tackle previous weak...
300 Views