Cafe24: Valuation Analysis
Our valuation analysis of Cafe24 (042000 KF) suggests that we would take this IPO deal. Our base one-year target price suggests a price target of...
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Last Week in Event SPACE – Kakao, Hopewell, Lotte, Hyosung
Last week, cryptocurrency fever undermined the Kakao Corp (035720 KS) GDR arb; Hopewell Holdings Ltd (54 HK) will be cashed up after exiting...
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China Mobile Ad Opportunity: Overhyped or Underappreciated?
Advertisers continue to search for cost-effective ways to reach users on digital platforms, where they are spending ever more of their time. Not...
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Kakao's Sudden Rise as a Cryptocurrency Stock & GDR Arb Trade Event
The situation surrounding Kakao Corp (035720 KS)'s massive GDR issuance is getting very interesting. Its sudden emergence as one of the largest...
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2018 Major IPOs Pipeline in Korea
With 2017 nearly over, we look forward to the major IPOs in Korea in 2018. This is our "Third Annual Edition of the Major IPOs Pipeline Preview"...
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