One Store Pre-IPO - Track Record Has Been Strong, Questions Surround Its Choice of Peers
ONE Store (ONE KS) is looking to raise up to US$228m in its Korean IPO. One Store is a mobile app market platform, formed by a cooperation between...
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SK Shieldus IPO - The Negatives - No Shield for Its Margin, in Multi-Year Decline
SK Shieldus (SKS) aims to raise around US$800m via a mix of issuing primary and secondary shares in its Korea IPO. In this note, we talk about the...
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SK Shieldus IPO - The Positives - Decent Growth, Diversifying Its Revenue Base
SK Shieldus (SKS) aims to raise around US$800m via a mix of issuing primary and secondary shares in its Korea IPO. In this note, we talk about the...
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Asia Ex-Japan: Financials Recovery Leaves China Behind
Financials exposure moves higher. Active weights hit their highest level since early 2020. Indonesia, Singapore and India Financials were the...
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KOSPI 200 Index Rebalancing: Constituents Subject to Float Rate Increase
This post investigates those among the KOSPI 200 constituents, which will face an increase in the float rate, thereby attracting a meaningful level...
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