Primer: Netmarble (251270 KS) - Aug 2026
Strategic Shift to Quality over Quantity: In response to the underperformance of several new titles, Netmarble is pivoting from a multi-title...
104 Views
Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK) has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
232 Views
Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
1.2k Views
Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April
Shift Up announced that it will be postponing its IPO to July. A major investment positive is the enormous initial success of Stellar Blade which...
1.1k Views
A Pair Trade Following Netmarble's Decision To Increase Its Stake in Coway
In this insight, I discuss a pair trade idea (long Coway and short Netmarble) following Netmarble's announcement that it plans to acquire 2.083...
335 Views