Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Shift Up IPO: Final Allocation Results, Lockup Release Schedule, & Index Float Rates

Korea / Special Sits, Pairs, Index Rebalancing

Clepsydra Capital

Investigate special situations, pairs, and index rebalancing trades in Korea.

Equity Capital Markets

<ul>
<li>FSS wants Nikke's MAU data to address revenue concerns. They also seek April and May sales data for Stellar Blade to address valuation concerns despite its recent launch.</li>
<li>Shift Up updated the prospectus with Nikke's increasing MAU data but didn't include Stellar Blade sales data. FSS may request further revisions, possibly delaying the IPO again.</li>
<li>Nikke's MAU has risen but plateaued versus the previous quarter, and uncertainty surrounds Stellar Blade's April-May sales, potentially impacting IPO pricing.</li>
</ul>


FSS wants Nikke's MAU data to address revenue concerns. They also seek April and May sales data for Stellar Blade to address valuation concerns despite its recent launch.
Shift Up updated the prospectus with Nikke's increasing MAU data but didn't include Stellar Blade sales data. FSS may request further revisions, possibly delaying the IPO again.
Nikke's MAU has risen but plateaued versus the previous quarter, and uncertainty surrounds Stellar Blade's April-May sales, potentially impacting IPO pricing.


FSS는 어떤 점을 상향 조정해야 한다고 지적했나요? 그리고 이는 주식시장 심리에 어떤 영향을 미칠까요?