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...
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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...
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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,...
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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...
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Initial Thoughts on the OneStore IPO
OneStore's market share increased sharply from 12.9% in June to 18.4% in August, mainly due to Google Playstore's recent decision to enforce a 30%...
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