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

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Capital Markets

<p><strong>On September 30th, <a href="https://www.smartkarma.com/entities/22839" target="_blank" data-smartkarma-citation="entities:22839:1">Netmarble Games Corp (0965576D KS)</a>, the number one mobile game developer in Korea, applied for an IPO of its shares on the Korea Stock Market.</strong> In this report, we provide an initial sum-of-the-parts valuation scenarios for <a href="https://www.smartkarma.com/entities/9719" target="_blank" data-smartkarma-citation="entities:9719:1">CJ E&amp;M Corp (130960 KS)</a>, which will be a key beneficiary of Netmarble Games IPO. For many months, there were questions on why the IPO was getting delayed. The IPO application announcement should help to dispel the uncertainties and help to put a greater focus…</p>

On September 30th, Netmarble Games Corp (0965576D KS), the number one mobile game developer in Korea, applied for an IPO of its shares on the Korea Stock Market. In this report, we provide an initial sum-of-the-parts valuation scenarios for CJ E&amp;M Corp (130960 KS), which will be a key beneficiary of Netmarble Games IPO. For many months, there were questions on why the IPO was getting delayed. The IPO application announcement should help to dispel the uncertainties and help to put a greater focus…

Netmarble Applies for an IPO - Impact on CJ E&M