Yoon’s Impeachment a Lock, Regime Change Trade Set for May
Yoon’s impeachment is pretty much a lock, with the market pricing in a 100% chance. We should get ready for theme trading plays aiming at the...
404 Views
Shift Up IPO Trading - Strong Demand for Quality Asset but It Has Slipped Out of the Top Games
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. In this note, we talk about the trading dynamics.
276 Views
Shift Up IPO - Refiling and Other Updates, Not Ranked at the Top Anymore
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. In this note, we talk about the refiling and other updates.
432 Views
Shift Up IPO - Thoughts on Valuations - Bear/Base/Bull
Shift Up (462870 KS) plans to raise up to US$320m in its South Korean IPO. We have looked at its past performance earlier, in this note, we talk...
465 Views
Shift Up IPO - Peer Comparison - Small in Size but Ranks High on Growth and Margins
Shift Up (462870 KS) plans to raise up to US$320m in its upcoming South Korean IPO. In this note, we undertake a peer comparison.
325 Views