Com2uS Corp: The Most Likely Corporate Activist Target in Korea's Game Industry
Com2us Corp (078340 KS) is the most likely corporate activist target in Korea's game industry in our view. The company is expected to launch at...
498 Views
Time to Take Profits on NCsoft
We believe now is the time to take profits on NCsoft Corp (036570 KS). We first recommended NCsoft on 1 April 2017 and the stock has been up 50%...
327 Views
Netmarble Games IPO Part 3 - Valuation Discussion
Well, apparently not many investors are questioning whether Netmarble's popularity is for real. That is, (surprisingly) they seem to be accepting...
493 Views
Playtika Deal for Netmarble: Timely Move for IPO
Netmarble Games is said to have joined the bid for "Playtika". This deal is believed to go as high as USD4bil. Netmarble already submitted a LOI....
3.4k Views
Hon Hai's Sharp Acquisition Triggering OLED Panel Competition - Why Buy Duk San Neolux Now?
Hon Hai finally acquired Sharp. Interestingly, some local industrial sources are saying that the real reason behind this acquisition is to obtain...
386 Views