Tencent's Top-Line Slightly Missed, but We Believe Its Long-Term Growth Potential Is Still Huge
Tencent released mixed fourth-quarter results with top-line growth slightly missing our estimates but new initiatives such as payment and cloud on...
153 Views
Netmarble Games IPO Part 2 - Business Structure, Sales Breakdown & Valuation
Netmarble Enterprise as a business group is basically a mobile game development/publishing company. It also serves PC games, but PC games account...
290 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views
Netmarble Games IPO Part 1 - Schedule, Financials & Valuation
Netmarble Games finally submitted the IPO book. Netmarble Games IPO will be Korea’s biggest IPO this year. Its indicative price band is ₩121,000 -...
288 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
626 Views