Resurgence of Daum's Mobile App - Fueling Rally in Kakao
I said the following point in my previous insight ("Thoughts on Kakao’s Price Surge Today")How can Kakao revive its ad business? Certainly, this...
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Chatbot - Unrealized Upside for Kakao
I guess we can't really disagree that the global chatbot market is growing at a rocket speed. More importantly, this chatbot does not seem to be...
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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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Facebook Tried to Acquire SNOW & Naver Founder Lee Hae Jin's Next Moves
It was reported in numerous press which mentioned that Facebook tried to acquire SNOW from Naver Corp (035420 KS) this past summer. A few years...
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Snapchat Parent Is Preparing for an IPO in 1H17 - Impact on SNOW, Naver, & LINE
It was just reported that Snap Inc. (parent of Snapchat) is preparing for an IPO in 1H17, valuing the company at US$25 billion or more (WSJ, CNBC)....
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