LG Holdings Stub Trade: Current Status & Trade Approach
LG Holdings (003550 KS) is mainly made up of LG Group's 4 major listed subsidiaries. The four account for 76.85% of NAV, and 90.18% of holdings...
1.6k Views
Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.
The Korean telecom operators reported weak 3Q18 results, with mobile service revenue (MSR) trends deteriorating once again driven by regulation....
620 Views
SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity
NAV basis, SK Telecom (017670 KS)'s stub is valued at ₩15.4tril assuming a 30% holdings discount. EV/EBIT wise, this is only a 17~18% premium to...
806 Views
Last Week in Event SPACE: NTT/NTT Docomo, Alpine, Genting, Greencross, Eclipx, LG Uplus
Last Week in Event SPACE ... The ongoing saga of the Ntt (Nippon Telegraph & Telephone) (9432 JP) vs NTT Docomo Inc (9437 JP) Push-Me-Pull-You...
658 Views
LG Uplus: Buying CJ Hello Could Deliver Large Synergies but May Struggle with Market Acceptance
There has been renewed speculation about a sale of CJ Hello (037560 KS) to LG Uplus (032640 KS) as noted by Sanghyun Park on this site recently....
769 Views