Naver (2023 High Conviction Update): Poshmark & Gen Z - Key Drivers of Higher Sales in North America
In this insight, we provide an update of Naver Corp which is our 2023 high conviction stock. Naver's shares are up 19% YTD, outperforming KOSPI...
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ECM Weekly (1st May 2023) - ZJLD, Mankind, JD Industrial, JD Property, CPF Global Food, Horizon
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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ECM Weekly (23rd Apr 2023) - Rakuten Bank, Merdeka, ZJLD, Mankind, Lalatech, IMotion, Anta, KIT
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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When Will the Korean Government Allow the Fourth Telco in Korea?
The Korean government could allow a fourth major telco in Korea in the next 1-2 years which would have a significant negative impact on the three...
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Price/Flow Impact on Four Constituent Changes in KODEX Top 5 Plus ETF Rebalancing in June
This post presents a Long Short basket trade idea on the four potential constituent changes in the KODEX Top 5 Plus TR ETF rebalancing in June.
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