SK's CGH Block Deal Is Last Preparation for SK Restructuring
What should we make of this block deal by SK E&S on China Gas? First, it should be a well-anticipated one. My point is this block deal should...
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Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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SK Networks - A Major Share Buyback & Big Asset Sale
SK Networks (001740 KS) (market cap of 1.2 trillion won or $1 billion) announced a major share buyback program after the market close today. SK...
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Hyundai Heavy Industries Holdings: A Big Share Buyback & SOTP Valuation Sensitivity Analysis
Hyundai Heavy Industries Holdings (267250 KS) (HHIH) announced on February 6th a big share buyback program involving 488,000 shares for the purpose...
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StubWorld: Ayala Corp Under Pressure As Govt Probes Contracts
This week in StubWorld ... Ayala Corporation (AC PM) trades around its one-year low discount to NAV as the Duterte administration steps up its...
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