Netmarble Corp (SoTP Valuation Analysis) - Impact of Big Hit Entertainment
Our SoTP valuation of Netmarble Corp suggests a NAV of 11.7 trillion won or 135,828 won per share, representing a 16.1% higher upside versus...
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Coway: Update Following AGM, Revised Dividend Policy and 1Q2020 Results
In this insight, I give a brief overview of Coway’s recently reported 1Q2020 results, an overview of the potential impact from COVID-19 and an...
354 Views
Coway (021240 KR): Uncertainty Priced In, a Rare Entry Point to a High-Quality Company
Coway is the leading water- and air purifier rental company in South Korea and traditionally a low-beta dividend yield play in an Emerging Market...
601 Views
What Is Korea National Pension Fund Buying & Selling?
There have been a plethora of announcements in the past few days about the changes to the ownership of many Korean companies held by Korea National...
513 Views
Shorts Betting Against Coway on Dividend Cut?
Netmarble finalized the Coway takeover deal at a â‚©94,000 per share for a 25.08% stake. So, the total cost is â‚©1.74tril, which is about â‚©1tril less...
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