ING Life Insurance Korea IPO: MBK Partners' Plan B (Part 3) - Valuation Sensitivity Analysis
We recommend investors to pass on the ING Life Insurance Korea IPO. We recommend investors to wait for a better entry point. Rather than getting...
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ING Life Insurance Korea IPO: MBK Partners' Plan B (Part 2)
Despite the company's superior dividend payout and risk based capital (RBC) as compared to its peers, there are significant headwinds for ING Life...
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ING Life Insurance Korea IPO: MBK Partners' Plan B (Part 1)
The IPO of ING Life Insurance Korea is essentially MBK Partners' "Plan B". The Plan A was supposed to be sellling its stake in ING Life Insurance...
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ING Life Insurance Korea IPO Part 3 - Further Discussion on EV & RoEV
Can EV (Embedded Value) be an objective valuation measure? To be honest with you, I'm not really familiar with insurance business. So, I'm not an...
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The Week That Was in NorthAsia@Smartkarma - Japanese Autos, Toshiba, Lineage and Accordia Golf Trust
JapanAre Honda and Nissan's Brands Overrated?Noriaki Hirakata, CFA examines perceptions vs. reality in Are the Japanese Brands Still Competitive?...
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