NAVER at 234,000: The Buyback Yield the Range Isn’t Pricing
A 6.84% buyback yield frames this. At 234,000 won, NAVER is returning more capital through repurchases than most Korean large caps yield in dividends,…
Technology Services
Snowflake Priced the Inflection. The Inflection Still Has to Show Up.
The market has decided Snowflake reached its inflection point, and it has receipts. A 40% move in three months, with two-thirds of it packed into the …