Glance at Where Korean Telcos Are With Connected/Autonomous Car
Apparently, KT and LGU+ haver had a good year in 2016. SKT didn’t have a bad year either. But I’m still concerned about their growth prospect....
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Korea Stock Market Monthly Recap #10 - (January 2017)
The Trump economic hope continued to positively impact emerging markets, including Korea. KOSPI was up 2% in January 2017, versus our model...
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Korean Telcos: Free Cash Flow Stability. KT Now Our Preferred Pick
Recent results from the Korean telcos show a continued pattern of a very benign operating and competitive environment with mid-single digit EBITDA...
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SK Group's Risky Game for Hynix
SK Hynix made an official announcement for US$2.7bil investment on the construction of its new memory chip production line (US$1.9bil for NAND and...
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SK Restructuring Update - Gained Confidence About DRAM Biz (Daesung Industrial Gases Buyout Part 2)
In my previous insight on SK restructuring, I said the the most likely scenario would be SKT split-up and SKT Holdco+SK Holdco merger. Why? It is...
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