Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
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WCP IPO - Peer Comparison and Valuation - Needs a Price Cut Not a Timeline Extension
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note we talk about the refiling...
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WCP IPO - The Positives - Past Sales Have Been Very Strong
WCP aims to raise around US$690m via selling a mix of primary and secondary shares in its Korean IPO. In this note, we talk about the positive...
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SK IE Technology Placement - Last Deal Didn’t Do Well, More Discount and Cleanup Should Help
SK IE Technology’s (SKIE) shareholder aims to raise around US$228m via selling their remaining shareholding. The last deal didn't do well.
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SK Shieldus IPO - Fairly Valued, at Best
SK Shieldus (SKS) aims to raise around US$800m via issuing a mix of primary and secondary shares in its Korea IPO. In this note, we talk about...
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