Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Equity Bottom-Up

<p><strong>Following are the important points from Line Conference Tokyo 2016, which took place yesterday (March 24).</strong> </p><ul>
<li>First and foremost, there was no word about Line IPO. Naver did not mention anything about its future plan of Line IPO.</li>
<li>The most important thing that came out of this conference was that Line will enter Japan’s mobile carrier market as MVNO.</li>
<li>Specifically, Line’s MVNO service will be launched in a few months (possibly second or third quarter of this year), starting at an affordable JPY500…</li>
</ul>

Following are the important points from Line Conference Tokyo 2016, which took place yesterday (March 24). 
First and foremost, there was no word about Line IPO. Naver did not mention anything about its future plan of Line IPO.
The most important thing that came out of this conference was that Line will enter Japan’s mobile carrier market as MVNO.
Specifically, Line’s MVNO service will be launched in a few months (possibly second or third quarter of this year), starting at an affordable JPY500…


Update and Interesting Implication on Naver Line's MVNO Business in Japan

Naver Corp

Update and Interesting Implication on Naver Line's MVNO Business in Japan