Smartkarma Originals
Asian OTT Wars
The Asian OTT sector is one of the most attractive industries to be in the next five years. In this Smartkarma Original, we discuss some of the...
1.5k Views
Global Emerging Markets Weekly: 22 January 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
377 Views
CJ Logistics: Still Lacking Focus, Still Unlikely to Reach 6,000+ EPS Any Time Soon
We check in on CJ Logistics, which appears to have pivoted away from its much-hyped international expansion plan from a few years ago. What hasn't...
331 Views
Initial Thoughts on the Coupang IPO & Impact on SK Telecom (11st) Vs. Naver
According to Bloomberg, it reported that Coupang is getting ready to complete its IPO as soon as 2Q 2021. The estimated valuation of Coupang could...
665 Views
AMZN into Korea - "We Are Not Here to Take Part, We're Here to Take Over!"
I guess the Koreans aren't scared of Amazon's entry into the ecommerce space! I'm a seller of Naver here on the news that Amazon will come into...
528 Views