Primer: Shift Up (462870 KS) - Aug 2026
Shift Up is a South Korean game developer that has seen rapid growth, driven by the success of its key titles, 'Goddess of Victory: Nikke' and...
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Aequitas: Tencent Investee Selldown - Start of Another US$70bn Selldown Wave
Tencent (700 HK) has been active since the start of the year in selling down some of its stake in its investee companies to raise over US$3.3bn cash.
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Lee Jae-Myung Becomes the New South Korean President - Four Investment Themes That Could Outperform
In this insight, we discuss four investment themes (related to Lee Jae-Myung becoming the new South Korean President) that could outperform the...
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Shift Up Delays the IPO and Stellar Blade Tops Number One Game in the US in April
Shift Up announced that it will be postponing its IPO to July. A major investment positive is the enormous initial success of Stellar Blade which...
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Shift Up (462870 KS/Buy)Conditions Should Improve from 2H26
For 1Q26, Shift Up reported revenue of W47.3bn (+12% YoY; in line with the consensus of W45.8bn) and operating profit of W21.5bn (-18% YoY; 13%...
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