Korea Shorts Data Analysis (#1): Celltrion, Samsung Biologics, DS Infracore, HLB, & Hotel Shilla
This is our first inaugural edition of the Korea Shorts Data Analysis. We plan to make this into a regular piece. We broke down the Korean shorts...
371 Views
NCsoft: Hype Versus Reality. Disappointment Ahead.
In this report, we discuss a looming opportunity for NCsoft Corp (036570 KS). There has been an enormous amount of positive expectations that have...
377 Views
Coway, Netmarble, Nexon, Lotte, SK & Coupang: Market Stories
Several M&A stories are being talked and speculated involving several key names in Korea. First, we had Netmarble/Coway, interestingly this...
382 Views
Korea M&A Spotlight: Netmarble to Acquire Woongjin Coway? The Long-Short Trade
It was announced in numerous Korean media today that the Woongjin Group will likely pick Netmarble Corporation (251270 KS) to be the preferred...
424 Views
Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
563 Views