An Updated Valuation of the Krafton IPO & Major Recent Events Impacting the Company
We lowered our base case valuation of Krafton by 2% to 455,942 won per share, based on 21.3x EV/EBITDA (2022E). Given the lack of upside, we...
353 Views
Korea's Ongoing IPOs Subscription & Listing Schedule: Krafton Listing Date May Be Delayed
This post has Korea's ongoing mega IPOs' subscription and listing schedule, except for Krafton, and explains why Krafton's listing date may be...
314 Views
A Guide to Notable Korean Sector Indices
Among the hundreds of local sector-themed indices, indices with significant AUM and passive impact are summarized in this post.
379 Views
ECM Weekly (11th July 2021) - Zomato, Bukalapak, Kakao Bank, Krafton, Didi, Kanzhun, Full Truck
Aequitas Research puts out a weekly update on the deals that have been covered by the team recently along with updates for upcoming IPOs.
454 Views
Krafton's China Risk for Tencent Relationship Amid DiDi Chuxing Scandal: Key Talking Points
Regulatory risk in China, triggered by the DiDi Chuxing incident, is again emerging as the most important issue for Krafton's listing. This post...
584 Views