bearish•Kakaopay •03 Aug 2023 15:17
Kakao Pay: Worsening Profit Margins Due to Heightened Competition
We believe the added threat from Apple Pay has been one of the reasons for the worsening profit margins and lower than expected sales growth of...
bearish•Kakaopay •20 May 2023 16:40
Official Results of KOSPI 200 Sector Indices Rebalancing: Kakao Pay's Sector Change Confirmed
This post presents the official results of KOSPI 200 sector indices in June and advises trading setups on Kakao Pay, which is confirmed to move...
bearish•Kakaopay •19 Mar 2023 17:01
Shorting Kakao Pay on K200 Sector Index Passive Outflow Due to GICS Change on June 8
This post investigates the shorting opportunity for Kakao Pay on the potential passive outflow from KOSPI 200 sector index due to the GICS changes.
bullish•Tencent•27 Sep 2022 11:06
Tencent Investee Selldown - The US$120bn Global Overhang
There have been multiple reports that Tencent (700 HK) plans to trim its investment portfolio over the remainder of the year. We look at Tencent's...
bearish•Kakaopay •07 Jun 2022 18:11