Disney 3Q21: We’re Cautious on Streaming
After breaking out Disney+Hotstar's business and Hulu's advertising contribution, we have a valuation~20-25% lower than we used to ascribe to...
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Nexon: Is Kim Jung-Ju Getting Ready to Sell NXC Corp Once Again?
There have been some recent events that suggest that Kim Jung-Ju, the controlling owner of Nexon, may be getting ready to sell the company once...
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Netflix 2Q21: Game On
We have turned bullish on Netflix recently because we see the pace of sub growth reaccelerating in the back half of 2021. The flattish AH reaction...
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2H21 Obex Research Short Portfolio
We like the Teradata short setup into 2Q21, and think Tesla may finally be safe to short. Apple remains our preferred large cap short, while...
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A Block Deal Sale of HYBE by STIC Investment
It was announced after the market close that HYBE will conduct a block deal worth 850 billion won. We are especially wary of HYBE's burdensome...
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