CLSA Analyst Seungjoo Ro on Korea Tech Crackdown

The video discusses Korea's early adoption of tech regulations due to its mature online economy. It highlights the impact of these regulations on companies like Naval and Kakao, and how they adapt their business models. The discussion extends to stock valuation, market sentiment, and the challenges of global regulation, emphasizing the balance between consumer rights and innovation. The video concludes with the idea that regulation can be a positive driver for industry growth.

What factors have contributed to Korea seeing controversies surrounding big tech earlier than other markets?

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How have companies like Kakao adjusted their business models in response to regulations?

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What challenges do companies face regarding future regulations and their impact on revenue growth?

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In what ways do you think the balance between consumer benefits and regulations is being addressed?

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What is the significance of the mismatch between the new ecosystem and old legislation in different countries?

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