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Posted by
Two Blokes Jul 1 -
Filed in
Stock
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4 views
I maintain my Buy rating on Naver, after analyzing the latest policies from Korea's new political leadership. Naver stands to benefit from Korea's AI push with its public sector track record and industry-leading data center capacity. Upcoming governance reforms will strengthen shareholder protection, and reduce risks from value-destructive M&A and cross-holdings for Korean companies across the board and Naver as well.
