Wemade (112040 KQ/Buy)Promising 2026 Outlook
For 3Q25, Wemade announced revenue of W163.6bn (-24% YoY) and operating profit of W26.3bn (-49% YoY), beating consensus estimates (W157.1bn and...
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Wemade (112040 KQ/Buy)Awaiting New Releases
For 2Q25, Wemade reported below-consensus results, with revenue of W116.8bn(-32% YoY; vs. consensus of W126.9bn) and an operating loss of W28.5bn...
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Shift Up IPO Lockup - US$1.2bn Lockup Release of Strategic, Employees and IPO Investors
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. Around US$1.2bn worth of shares will be released from...
442 Views
Yoon’s Impeachment a Lock, Regime Change Trade Set for May
Yoon’s impeachment is pretty much a lock, with the market pricing in a 100% chance. We should get ready for theme trading plays aiming at the...
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Shift Up IPO Trading - Strong Demand for Quality Asset but It Has Slipped Out of the Top Games
Shift Up (462870 KS) raised around US$320m in its South Korean IPO, after pricing at the top. In this note, we talk about the trading dynamics.
449 Views