Aequitas: SK Hynix ADR Listing - Part 2 - The Quest for a US$1tn+ Valuation
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise over US$10bn via an ADR listing. In this note, we have a look at the...
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NAVER (035420 KS/Buy)Take a Longer-Term View
For 2Q26, NAVER reported revenue of W3.39tr (+16% YoY) and operating profit of W520.3bn (flat YoY). Revenue was in line with the consensus, but...
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Primer: Naver Corp (035420 KS) - Aug 2026
Naver's strategic partnership with Nvidia to build a global AI factory is a significant growth catalyst, positioning the company to capitalize...
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Naver Corp (035420 KS): Synthetic Expert Call Transcript (27 Jul 2026)
Securing Priority GPU Allocation and Sovereign AI Alignment: The $1 billion (or 1.48 trillion won) third-party share allotment to Nvidia is not a...
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Nvidia to Acquire a 4.5% Stake in Naver for About $1 Billion
On 27 July, it was announced that NVIDIA plans to purchase a 4.5% stake (7.24 million shares) in Naver for 1.48 trillion won (approximately $1...
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