Krafton's reduced pricing range still looks extremely expensive to us and we would not be surprised to see the IPO pulled, but if it isn't, it could prove an excellent short.
Boomeranged on Wed, 13 Sep 2023 09:35
In case you are looking for ideas that are bearish China but perhaps not directly in the firing line if positioning gets too stretched to the downside. This may be one of those names that superficially looks like it should be cheap now but...
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