Kakao
Kakao continues to extend its footprint in the technology sector from its Jeju headquarters. The company's resilience, supported by 17k employees and an annual revenue near $6B, makes it a structural reference for investors and partners across Asia Pacific.
Kakao continues to extend its footprint in the technology sector from its Jeju headquarters. The company's resilience, supported by 17k employees and an annual revenue near $6B, makes it a structural reference for investors and partners across Asia Pacific.
The group's regional balance sheet allows it to invest counter-cyclically, an advantage few competitors can match in the current rate environment.
“Kakao is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”
Capital markets have started to price in the durability of the model, and rating agencies have followed.