Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
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First Major Change in 30 Years of How Telecom Rates Are Set in Korea
On 20 May, there was an important announcement made regarding how the telecom rates are set in Korea. This would be the first major change in how...
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SK Holdings: Strong Momentum from SK Biopharm IPO & Updated SoTP Valuation Analysis
SK Holdings (034730 KS)'s share price has been on a tear lately. SK Holdings' share price is up 116% since 19 March, although it is still down 15%...
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LG Uplus at 2-Yr High Relative to SK Telecom: Time to Trade
LG Uplus and SK Telecom are probably the tightest sector duo for pair trade. As shown below, they are highly correlated and tightly integrated. The...
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SK Telecom: Major Highlights of 1Q 2020 Conference Call
SK Telecom reported solid earnings in 1Q 2020 today. It reported sales of 4.45 trillion won (up 2.7% YoY and 1.0% lower than consensus estimates),...
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