BBSP Equity Asia Weekly Research 10 August 2017
Long Term Allocation (Strategic view) in terms of Relative Value (vs MXAP) and in USD terms.• NIKKEI/MXAP: Long term outperformance still...
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LINE Theme Park in Bangkok: ASEAN Revenue to Grow?
LINE Corp (3938 JP) plans to inaugurate an indoor digital theme park in Bangkok later this year, in an effort to capitalize from the...
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Woowa Brothers Corp IPO Preview (Part 1) - The Most Popular Food Delivery Service in Korea
Woowa Brothers Corp is preparing for an IPO on the Korea Stock Market sometime in 2H17 to 2018. It is the most popular food delivery service in...
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NHN Entertainment: A Turnaround Story Driven by Payco Mobile Payment Service (Part 1)
Nhn Entertainment Corp (181710 KS) is primarily a PC online/mobile game company, but its Payco mobile payment service has played a key role in...
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We Increase Our FVE for Naver to KRW 831,000
We have increased our fair value estimate for wide-moat Naver to KRW 831,000 per share from KRW 708,000 after increasing our revenue growth...
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