Initiating Coverage of Naver With Wide Moat, Stable Trend, and FVE of KRW 752,000; Stock Overvalued
For the past decade, Naver has dominated the Korean search market, via which it generates strong revenue growth and cash flow. According to...
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The Foodservice Delivery Gold Standard: Market Drivers and Insights from South Korea
Foodservice delivery is a hot industry, but nowhere is delivery booming more than in South Korea, a market in which hyper-connectivity, an advanced...
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US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
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Reassessing LINE From a Valuation Perspective
Is the level of LINE's growth meeting your expectations? I guess this depends on how high your expectations are. Of course, many of us seemed to...
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Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
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