Initial Thoughts on the Coupang IPO & Impact on SK Telecom (11st) Vs. Naver
According to Bloomberg, it reported that Coupang is getting ready to complete its IPO as soon as 2Q 2021. The estimated valuation of Coupang could...
613 Views
AMZN into Korea - "We Are Not Here to Take Part, We're Here to Take Over!"
I guess the Koreans aren't scared of Amazon's entry into the ecommerce space! I'm a seller of Naver here on the news that Amazon will come into...
373 Views
Naver - Time to Go Underweight (Covid Recovery + Amazon)
In this insight, we provide an updated valuation of Naver Corp (035420 KS). We believe now is the time to go Underweight on Naver Corp, which is up...
337 Views
Kakao Corp SoTP Valuation - Time To Go Underweight
We believe now is the time to go Underweight on Kakao Corp. Our base case valuation suggests an implied value of 296,066 won per share,...
215 Views
Big Stock Swaps Between Naver & 3 CJ Group Companies - Why?
If the big stock swap deals between Naver and the three CJ Group related companies are completed, the total amount of stock deals is expected to be...
380 Views