SK Holdings SoTP Valuation Sensitivity Analysis
In this insight, we provide an updated sum-of-the parts (SoTP) valuation on SK Holdings (034730 KS). There are many moving parts of SK Holdings...
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EV Battery Monthly: No Further Cut in Subsidies for NEVs in China Suggests Better Market Conditions
The highlights for December are as follows:Panasonic: The labour shortage at the Nevada plant is said to be under control. Thus, delays in supply...
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EV Batteries Monthly: Panasonic Says ‘No’ to Tesla, South Korean Players Focus on China and the US
The highlights for November are as follows: Panasonic Corp (6752 JP): Reports hesitance to continue with Tesla’s expansion plans. The company...
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Korea Preferred Shares - Trade Ideas
With ex-dividend date coming up in Korea on 27 December, we take a look at the dividend yield differential between the common and preferred shares...
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Korea - Massive Covering on Hyundai Motor, Shorts Increase on SK Companies
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 29 November.Current...
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