bearish•KakaoBank •19 Sep 2023 17:34
KakaoBank - Term Deposits +47% | Net Int Inc/Assets -80bps | Provisions: 10% to 23% of Net Int Inc
Major net interest income pressure, NIM down sharply in past 6 months. Operating costs not supporting ROA. Credit metrics worsening: LLP from 10%...
bullish•KakaoBank •01 Dec 2021 08:38
2022 High Conviction - Kakao Bank - A Long Way to Go
Kakao Bank (KB) is South Korea’s largest digital bank. It's a subsidiary of Kakao, which holds a 27.3% stake post listing.
bearish•Ecopro Co Ltd•02 Oct 2023 21:33
Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
bullish•KakaoBank •05 Dec 2022 09:13
Kakao Bank - Only Major Internet Bank
Kakao Bank is unique in Asia-Pacific as an internet bank that has a fairly high market capitalization, but also one that is very profitable, and...
bullish•Tencent•27 Sep 2022 11:06