One Store IPO - Outpaced Industry, Bottom-End Seems Justified
ONE Store (ONE KS) is looking to raise up to US$228m in its Korean IPO. Given the lack of direct peers, one way to look at valuation would be to...
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SK Shieldus IPO - The Negatives - No Shield for Its Margin, in Multi-Year Decline
SK Shieldus (SKS) aims to raise around US$800m via a mix of issuing primary and secondary shares in its Korea IPO. In this note, we talk about the...
650 Views
ONE Store IPO: Offering Details & Valuation Issues
This post details the terms of the ONE store IPO and discusses the valuation/growth issues that will likely keep investors away from this IPO.
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SK Shieldus IPO: Offering Details, Valuation Issues, & Index Fast Entry
This post offers the terms of the SK Shieldus IPO and discusses valuation issues that many investors will likely find quite controversial.
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SK Shieldus IPO - The Positives - Decent Growth, Diversifying Its Revenue Base
SK Shieldus (SKS) aims to raise around US$800m via a mix of issuing primary and secondary shares in its Korea IPO. In this note, we talk about the...
453 Views