Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

ESports - Watch Out Japan Is (Finally) Coming to the Party

Razer IPO: Premium Valuation for A Niche Market?

Equity Bottom-Up

<div class="content-highlight"><a href="https://www.smartkarma.com/entities/15445" target="_blank" data-smartkarma-citation="entities:15445:1">Actoz Soft Co Ltd (052790 KS)</a> is an interesting small cap in Korea, with a market cap of 207 billion won (US$195 million). Its share price is down nearly 70% from its highs in 2013. From 2013 to 2016, the company was going through a period of Murphy's Law, where its strategies such as its efforts to expand mobile casual games in Japan and Korea fared poorly. The BIG TURNAROUND occurred in July 2017 when the company announced its efforts to expand aggressively into the Esports market. Since the…</div>

Actoz Soft Co Ltd (052790 KS) is an interesting small cap in Korea, with a market cap of 207 billion won (US$195 million). Its share price is down nearly 70% from its highs in 2013. From 2013 to 2016, the company was going through a period of Murphy's Law, where its strategies such as its efforts to expand mobile casual games in Japan and Korea fared poorly. The BIG TURNAROUND occurred in July 2017 when the company announced its efforts to expand aggressively into the Esports market. Since the…

Actoz Soft - Can the Esports Business Turnaround This Company?