Korea Shorts Data Analysis (#1): Celltrion, Samsung Biologics, DS Infracore, HLB, & Hotel Shilla
This is our first inaugural edition of the Korea Shorts Data Analysis. We plan to make this into a regular piece. We broke down the Korean shorts...
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NCsoft: Hype Versus Reality. Disappointment Ahead.
In this report, we discuss a looming opportunity for NCsoft Corp (036570 KS). There has been an enormous amount of positive expectations that have...
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Coway, Netmarble, Nexon, Lotte, SK & Coupang: Market Stories
Several M&A stories are being talked and speculated involving several key names in Korea. First, we had Netmarble/Coway, interestingly this...
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Korea M&A Spotlight: Netmarble to Acquire Woongjin Coway? The Long-Short Trade
It was announced in numerous Korean media today that the Woongjin Group will likely pick Netmarble Corporation (251270 KS) to be the preferred...
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Could Tencent Bid for NIO to Revive Growth? A Deep-Dive into Potential M&A Targets.
After Tencent's bid for Bitauto (BITA US) /Yixin Group (2858 HK), we believe Tencent may be in the market to buy back stakes in underperforming...
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