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

Tencent Bull Energy Brewing Below 502 Pivot

ByteDance: TikTok Ban in India Casts a Shadow on IPO

Trump Administration Continues to Ratchet Up The Pressure

India Internet & Consumer Weekly | Tencent, PayTM, Reliance, H&M

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

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<p>In this insight, we go through the details of Tencent's numerous investments in Korea and try to estimate how much money it has made from them. Tencent started to invest in Korean companies about 14 years ago. Most of its big investments in Korea including Krafton Games, <a href="https://www.smartkarma.com/entities/netmarble-corporation" target="_blank" data-smartkarma-citation="entities:22839:1" rel="noopener">Netmarble Corporation (251270 KS)</a>, and <a href="https://www.smartkarma.com/entities/kakao-corp" target="_blank" data-smartkarma-citation="entities:15002:1" rel="noopener">Kakao Corp (035720 KS)</a> were made in the past decade. </p>
<p>We also discuss the US government's increasingly hostile stance on Tencent and other major Chinese tech companies and discuss the probabilities of the US government potentially following India's hard-line policy of removing major Chinese apps. </p>
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In this insight, we go through the details of Tencent's numerous investments in Korea and try to estimate how much money it has made from them. Tencent started to invest in Korean companies about 14 years ago. Most of its big investments in Korea including Krafton Games, Netmarble Corporation (251270 KS), and Kakao Corp (035720 KS) were made in the past decade. 
We also discuss the US government's increasingly hostile stance on Tencent and other major Chinese tech companies and discuss the probabilities of the US government potentially following India's hard-line policy of removing major Chinese apps. 


Tencent's Home-Run Investments in Korea & Will US Follow India's Move to Remove Tencent's Apps?