Kakao (035720 KS/Buy)Strong Confidence in Traffic Growth
For 3Q25, Kakao posted revenue of W2.09tr (+9% YoY) and operating profit of W208bn (+59% YoY), beating the consensus estimates (W2.02tr and W164bn)...
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Kakao (035720 KS Oct 10, 2025) - AI Rollout to Ease App Revamp Shock
3Q25 results to come in-line despite Talk Biz hit by seasonal lull and higher content costs. AI-integrated KakaoTalk to kick off with ChatGPT in...
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Primer: Kakao Corp (035720 KS) - Sep 2025
Kakao Corp. stands as a dominant force in South Korea's digital landscape, built upon the ubiquitous KakaoTalk messaging app. Its integrated...
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Brian Kim’s 15-Year Hit: Trading Kakao Through the Founder Risk
Chatter in the local market has OpenAI eyeing a Kakao stake. Tied to Kim Beom‑su’s legal overhang, traders speculate he could offload part of his...
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SBI Shinsei Bank IPO Trading - Strong Demand, Peers Mini-Rally Will Help
SBI Shinsei Bank (8303 JP), a Japanese financial institution, raised around US$2.1bn in its Japan listing. In this note, we talk about the trading...
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