Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2024
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
653 Views
Why MBK's Move into Local Hostile Takeover Scene Matters: Focus on SK Inc and Lotte Corp
This post investigates the reasons MBK has suddenly ventured into the hostile takeover market in Korea and discusses why we should pay attention to...
665 Views
Potential Sale of SK Specialty and Deleveraging of the SK Group - Impact on SK Inc and NAV Analysis
In this insight, we discuss the potential sale of SK Specialty by SK Inc (034730 KS) which owns 100% stake in the company. Our NAV value of SK Inc...
631 Views
Understanding Potential Issues Within SK Group from Hynix's Kioxia CB Conversion
This post dives into the potential issues about how Kioxia's IPO could affect Hynix and the whole SK Group that the market needs to clear up.
502 Views
NPS Will Vote Against the Merger Between SK Innovation and SK E&S
NPS will vote against the merger between SK Innovation and SK E&S, mainly due to significant concerns about destroying shareholder value...
493 Views