Primer: Krafton (259960 KS) - Aug 2026
Krafton's financial health is underpinned by the immense global success of its PlayerUnknown's Battlegrounds (PUBG) intellectual property, which...
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK) has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April
Shift Up announced that it will be postponing its IPO to July. A major investment positive is the enormous initial success of Stellar Blade which...
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Krafton - Absorbing Seasonal Headwinds in 4Q Results
PUBG 1Q26 metrics are encouraging, but traditional peak seasonality alone looks insufficient to back annual PUBG growthShare price upside hinges on...
116 Views