The Week That Was in NorthAsia@Smartkarma: N. Korea Escalation, Idemitsu Feud and Korea Holdcos
This week Prasenjit K. Basu incites discussion into the policies of the Trump administration centring on recent developments on the Korean...
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Mechanics & Scenario Analysis of SK Telecom's Transformation into a Holdco + Merger
In our previous report, SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality, we explained how SK Telecom is closer to...
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Korea Stock Market Monthly Recap #15 - (June 2017)
Among the sector ETFs in Korea, the best performing sectors in June included securities (up 11.2%), semiconductor (up 9.6%), and banks (up 9.3%)....
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SK Telecom - Transformation into a Holding Company Is Becoming a Closer Reality
We believe the transformation of SK Telecom (017670 KS) into a Holding Company ("Holdco") is now becoming a much closer reality. We believe this...
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Summary of SK Chemicals' Holdco/Opco Demerger
In this piece, I summarized Sk Chemicals Co Ltd (006120 KS)'s regulatory filing for demerger into holdo and opco. I also touched on SK Chemicals'...
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