Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

<p>I guess we can't really disagree that the global chatbot market is growing at a rocket speed. More importantly, this chatbot does not seem to be just another passing fad. I personally found that many of these chatbot services were really helpful. I am not using them just out of curiosity. I'm now using them because they offer me a decent alternative to do and get what I aim to do and get. OK, I think I don't need to keep saying how wonderful these chatbots are and will be and how fast they are growing now. Most of you have already heard about this many times. Now, I'm particularly interested in how these chabots can transform mobile messenger services into another kind of app store. I am a Korea specialist. So, obviously, I'd like to pay a very special attention to Korea's dominant mobile messenger KakaoTalk. That is, I'm looking into a possibility that KakaoTalk may become a new kind of app store. If we really see this trend, then this may become a very interesting valuation premium factor that is not properly reflected in Kakao's stock price.  </p>

I guess we can't really disagree that the global chatbot market is growing at a rocket speed. More importantly, this chatbot does not seem to be just another passing fad. I personally found that many of these chatbot services were really helpful. I am not using them just out of curiosity. I'm now using them because they offer me a decent alternative to do and get what I aim to do and get. OK, I think I don't need to keep saying how wonderful these chatbots are and will be and how fast they are growing now. Most of you have already heard about this many times. Now, I'm particularly interested in how these chabots can transform mobile messenger services into another kind of app store. I am a Korea specialist. So, obviously, I'd like to pay a very special attention to Korea's dominant mobile messenger KakaoTalk. That is, I'm looking into a possibility that KakaoTalk may become a new kind of app store. If we really see this trend, then this may become a very interesting valuation premium factor that is not properly reflected in Kakao's stock price.  

Kakao Corp

Chatbot - Unrealized Upside for Kakao