Last Week in Event SPACE – SK Telecom, Hitachi Kokusai, Samsung, Softbank, Swire
This week, a thorough analysis of SK Telecom (017670 KS)'s expected carve-up; KKR ups its offer for Hitachi Kokusai Electric Inc (6756 JP) as...
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Lotte Group Restructuring Part 9 - Official Launch of Lotte Holdco
Lotte Holdco is officially launched today. It held a press meeting today to announce the launch of Lotte Holdco.Lotte Holdco's total assets amount...
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Equity Asia Weekly Research - 11 Oct 2017
Mid Term Country Allocation (Tactical view) in terms of Relative Value vs MXAPWhat's new from last week• Although ASX remains within its 3-month...
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SK Group Restructuring - More Data Analysis (Relative Valuations)
SK Holdings Co Ltd (034730 KS) or SK Telecom (017670 KS)? Which one should we buy? To answer this question, we'd surely have to understand and...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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