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...
420 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...
653 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...
684 Views
Korea Shorts Data Analysis (#3): LG H&H, Amorepacific, KMW, Hotel Shilla, & DSINFRA
This is our third edition of the Korea Shorts Data Analysis. We broke down the Korean shorts data analysis that are available on KRX (data as of...
540 Views