CLSA Head of Korea Research Paul Choi on Krafton IPO

The video discusses the IPO of Crafton, highlighting its global reach and dependence on a single game, which affected its popularity. It also examines Kakao Bank's valuation, noting its platform-based approach and regulatory advantages. The video further explores upcoming IPOs like LG Energy Solution, addressing concerns about market liquidity and the impact of subsidiary listings on parent companies.

What challenges do new IPOs face in the current market according to the discussion?

What implications does the splitting off of subsidiary firms have on existing shareholders?