Sea Ltd IPO Review - E-Commerce Constitutes 64% of SOTP Valuation
Sea Ltd (SE US) is raising approximately US$600m in its upcoming IPO.In our previous insight, Sea Ltd IPO Review - A Pure Exposure to SE Asia’s...
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Korea Stock Market Monthly Recap #18 - (September 2017)
In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...
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Tencent's Dominant Mobile Gateway and Strength in Gaming Makes It a Top Thematic Pick
We have raised our online game forecasts for Tencent (700 HK) and this leads to a modest increase in our target price from HK$371 to HK$375.We are...
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NCsoft Valuation Study - Lineage M Isn't a RPG, Rather a Digital Currency to Mine
NCsoft Corp (036570 KS) is one of the five stocks that have consistently ranked top in Naver Finance's most searched stock list in the past three...
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Recap on Kakao's Sep 15 KOSPI 200 Inclusion Event
Below I summarized what appears to have happened in regard to Kakao's Sep 15 KOSPI 200 inclusion event. Kakao's KOSPI move news first broke on Apr...
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