Korea Consumer Discretionary: A Pair Trade (Long CJ ENM and Short HYBE)
In this insight, we discuss a pair trade of going long on CJ ENM and going short on HYBE. CJ ENM's valuations are much more attractive and offer...
427 Views
LionHeart Studio Pre-IPO - The Negatives - Appears to Be Well past Its Peak, Founder Cashed In $700m
Lionheart Studio, a game development studio based in South Korea, aims to raise around US$420m via its South Korean IPO. In this note, we talk...
337 Views
K Car Lockup - Small Stock with a Big Lockup - Money Recouped, Any Price Is a Good Price to Sell
K Car completed its IPO in South Korea in Oct 21. It raised around US$300m after having downsized the offering. Its IPO lockup will expire soon...
292 Views
ECM Weekly (9th Oct 2022) - CALB, Socionext, Betagro, Country Style, I-Tail, Lionheart, Kakao Pay
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
474 Views
Is Kakao Cheap or Not? Actions Louder than Words
Has Kakao bottomed or is there further downside from here? We examine why the stock is more likely to fall and what investors are using as...
415 Views