ECM Weekly (28 Apr 2025) - Ather, DN Solutions, Lotte, BenQ, Dorf-Ketal, Hi-Think, Kakao, Waaree
Aequitas Research's weekly update on the IPOs, placements, lockup expiry and other ECM linked events that were covered by the team over the past week.
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Kakao Corp Placement - Momentum Isn’t Great but It Is a Small Deal
SK Telecom (017670 KS) plans to raise around US$280m via selling its 2%+ stake in Kakao Corp (035720 KS). In this note, we talk about the deal...
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Big Crypto Money Move in Korea - Impact on Key Listed Korean Companies
There has been a big crypto money move in Korea. We discuss 8 major listed companies in Korea that are major beneficiaries (directly and...
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Kakao (035720 KS Apr 14, 2025)
1Q25 earnings miss likely, core businesses slowing, content segment remains sluggish. Development of new services scheduled for 2025 rollout on...
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Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding
Downgrading Germany and Ireland; Global Technology Still Leading; Crucial Base Supports Holding on $ACWI ($123-123.50), $EEM ($46)
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