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...
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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...
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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.
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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...
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Potential Big Changes at the Korean Chaebols - The Age Factor of Chairman/Honorary Chairman
One of the important factors of big changes at the Korean chaebols is the age factor of the chairman/honorary chairman of each of these conglomerates.
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