Kakao Bank - MSCI Done, Missed FTSE by a Whisker.
Kakao Bank (KB), South Korea’s largest digital bank, raised US$2.2bn in its South Korean IPO. It ended the first day of trading up 79% from its IPO...
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KDDI (Buy): Q1 21 Results – Weak Consumer Offset by Solid Corporate Sales
Q1 21 results were mixed with lower revenue but a profit beat. Weakness in retail mobile is more than offset by revenue in other areas including...
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United Arrows Unveils Online Brand
United Arrows has had a tough time during the pandemic like all premium fashion retailers but should benefit from a rebound as well as its new...
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Shrinking, Ageing Japan but a Growing Solo Market
Japan's population is contracting but there are areas of growth, particularly the solo market (single people living alone) and the senior market....
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Rakuten Group (Neutral) - Credit Downgrade, Network Delays as Company Enters Toughest Stretch
Shares are down 8% after a credit downgrade and reports of a delay in network expansion. The latter is most relevant and keeps us cautious. We have...
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