SK Holding Co's Intrinsic Value Based on SOTP and Price Upside Potential
In my previous note Reasons for Why SK Group Plans to Restructure Its Holding Co Structure Under “One-Shot Act”, I highlighted the point that SK...
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Reasons for Why SK Group Plans to Restructure Its Holding Co Structure Under "One-Shot Act"
Finally, the so-called “One-Shot Act” was passed at Korea’s National Assembly. After about 6 months, the enforcement ordinance of “One-Shot Act”...
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KT (030200): Top Pick Among Korean Telcos
KT’s revenue and operating income for 4Q15 were up 9.9 percent and 1,529 percent YoY respectively. I can surely say that KT’s 4Q15 results are...
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Internet of Things Will Change the World (Part 3) - Korea; Revenge of the Telcos
Internet of Things will change the world. Part 3 of our series is about the Revenge of the Telcos. Internet of Things has the potential to...
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CJ O Shopping (035760) For Sale? Why?
For now, CJ officially denied to sell CJ O Shopping (035760). Now, the question is why the talk of possible sale of CJ O Shopping came out in the...
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