Settlebank IPO Valuation Analysis
We have a positive view of the Settlebank IPO. Our base case valuation of Settlebank suggests market cap of 550 billion won or implied target price...
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Danal - A Turnaround Story Boosted by the Growing Robot Cafe Business
In this report, we provide an investment case for Danal Co Ltd (064260 KS), which has a market cap of 263 billion won (US$235 million). Established...
386 Views
President Moon Announces A Potential Relaxation of Regulations Separating the Banks & Industry
President Moon Jae-In made an important announcement this afternoon regarding a potential relaxation of regulations regarding the separation of...
342 Views
Stark Reality of VR Market - Telcos Are Pushing VR for 5G in Korea
Virtual Reality (VR) is not really taking off. We had and we are still having high expectations on VR, but the actual sales numbers are quite...
1.3k Views
McDonald's Korea Up for Sale: Can KG Group Beat Out CJ Group?
McDonald's Korea is up for sale. The main bidders include the KG Group consortium and CJ Group, both of which have provided LOI (Letter of...
415 Views