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

Kakao 4Q17: Revenue & Earnings Miss Estimates; Stock Falls 7%

Kakao: SoTP Valuation & Cryptocurrency Exchange Optionality

Kakao Corp: Major Highlights of 4Q17 Results

Kakao GDR-Underlying Share Conversion Status Update

Equity Bottom-Up

Kakao Games announced yesterday after the market close that a consortium agreed to invest 140 billion won in Kakao Games. The companies included in this consortium included <a href="https://www.smartkarma.com/entities/26" target="_blank" data-smartkarma-citation="entities:26:1">Tencent Holdings Ltd (700 HK)</a> - 50 billion won, <a href="https://www.smartkarma.com/entities/22839" target="_blank" data-smartkarma-citation="entities:22839:1">Netmarble Games Corporation (251270 KS)</a> - 50 billion won, <a href="https://www.smartkarma.com/entities/15445" target="_blank" data-smartkarma-citation="entities:15445:1">Actoz Soft Co Ltd (052790 KS)</a> - 20 billion won, Bluehole - 10 billion won, and a private equity firm (Premier Growth Strategy M&amp;A) - 10 billion won.It is estimated that the 140 billion won investment represented a 16.7%…

Kakao Games announced yesterday after the market close that a consortium agreed to invest 140 billion won in Kakao Games. The companies included in this consortium included Tencent Holdings Ltd (700 HK) - 50 billion won, Netmarble Games Corporation (251270 KS) - 50 billion won, Actoz Soft Co Ltd (052790 KS) - 20 billion won, Bluehole - 10 billion won, and a private equity firm (Premier Growth Strategy M&amp;A) - 10 billion won.It is estimated that the 140 billion won investment represented a 16.7%…

한국 M&amp;A 주목: 텐센트, 카카오게임즈에 투자

Kakao Corp

한국 M&amp;A 주목: 텐센트, 카카오게임즈에 투자

한국 M&A 주목: 텐센트, 카카오게임즈에 투자