GMO Payment Gateway: As Expensive as It Is, This Is Not a Short
We visited Gmo Payment Gateway (3769 JP) a couple of times over the last few weeks to discuss their business model and future prospects. The...
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Nexon Sale: Nexon Japan Tender Price Estimations
This post estimates Nexon Japan tender price. For this, I use the same approach that a local PE named "MBK Partners" would use based on EBITDA...
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This Week in Blockchain & Cryptos: Revisiting LINE's Crypto Plans
LINE Corp (3938 JP) is one of the top Japanese names in our "Watchlist" of listed companies in Japan and South Korea that are adopting blockchain...
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Japan: Winter Results & Revisions Flash - Cycle Earnings Peak Was December 26th
WORST Q SINCE AUTUMN 2016 - Since our last Results Flash in November - Japan: Autumn Results & Revisions Flash - Flatlining + Weakest Quarter...
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Smartkarma Originals
IPO Analytics: Corporate Governance - Alpha Generator, Shortlist of Bookrunners to Avoid/Keep Happy
Since inception of our IPO research in 2015, the Aequitas Research team has covered over 361 IPOs, which raised over US$100m each, across Asia...
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