Netease (NTES US): Upward Journey to Continue
We highlighted NetEase Inc (NTES US) and Tencent Holdings (700 HK) in our April report Strategy: Looking for Inspiration in the Time of COVID-19 as...
297 Views
Kakao Games - Concerns About Employees Leaving Post IPO
Today, the gray market value of Kakao Games is trading at about 66,000 won, which is nearly 175% higher than the high end of the IPO price range of...
396 Views
Netmarble Corp: Firing on All Cylinders + Earnings Beat Consensus by Big Amount in 2Q 2020
Netmarble Corporation (251270 KS) reported excellent 2Q 2020 earnings results after the market close today. Due to the much better than expected...
388 Views
Asia Short Interest Weekly: SMIC, Hua Hong, WuXi, Alibaba, HSBC, Seven&I, Shimano, Kirin, Genius
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
375 Views
Kakao Games IPO Valuation Analysis
Our base case valuation of Kakao Games is EV of 2.4 trillion won, a market cap of 3.7 trillion won, and an implied price of 48,737 won per share...
561 Views