Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

NCSoft - Lots of Positive Expectations Being Built Into Share Price

Lineage M - Netmarble Games' Biggest Threat

Strategy for NCSoft Post Netmarble Games IPO Placement

Netmarble Games IPO (Part 3): Valuation Sensitivity Analysis

Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/5169" target="_blank" data-smartkarma-citation="entities:5169:1">NCsoft Corp (036570 KS)</a> has been on a tear lately. We continue to have a positive view on NCSoft. Right now, we believe NCSoft is a classic case of "Three Stages of Buying on Rumor and Selling on News."The three stages are as follows:<ul>
<li>
Stage 1 - Netmarble Games generates a fantastic successful game in L2R, which NCSoft generates royalties from. Netmarble Games completes a successful IPO.</li>
<li>
Stage 2 - Lineage M (The Summit); NCSoft has stated that it will announce the date of the official launch of…</li>
</ul>

NCsoft Corp (036570 KS) has been on a tear lately. We continue to have a positive view on NCSoft. Right now, we believe NCSoft is a classic case of "Three Stages of Buying on Rumor and Selling on News."The three stages are as follows:

Stage 1 - Netmarble Games generates a fantastic successful game in L2R, which NCSoft generates royalties from. Netmarble Games completes a successful IPO.

Stage 2 - Lineage M (The Summit); NCSoft has stated that it will announce the date of the official launch of…


NCSoft - 噂で買い、ニュースで売る3段階の典型的な事例

NCSOFT Corp

NCSoft - 噂で買い、ニュースで売る3段階の典型的な事例