Last Week In Event SPACE: ESR/Sabana REITs, Vedanta, Leyou, Alpha, Metlifecare, Melco, Neles
Last Week in Event SPACE ... The parade of S-REIT mergers continues with ESR-REIT (EREIT SP)finally taking Sabana Shari’ah Compliant REIT...
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SK Materials Announces a Big Share Buyback
This afternoon, before the market close, Sk Materials (036490 KS) reported its 2Q 2020 earnings and announced a big share buyback of 530,000...
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Tokai Carbon Korea (TCK) - Priced for A "Near-Perfection"
In our view, Tokai Carbon Korea (064760 KS)'s valuation premium versus its peers appears reasonable but priced to "near-perfection." A key risk...
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SK Materials - The Biggest Winner from SK Group's Vertical Integration of Semiconductor Materials
We believe SK Materials is the biggest winner from SK Group's efforts to vertically integrate the sourcing of semiconductor-related gases and...
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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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