In today’s briefing:
- Dec KS200 Review: Kakao Pay Poised for Breakout
- SK: Restructuring of Renewable Energy Business of Nearly 1 Trillion Won & Chey’s Divorce Payment
Dec KS200 Review: Kakao Pay Poised for Breakout
- Names with the biggest float bumps relative to their old float saw the sharpest moves — Hanwha Ocean and Ecopro Materials were the standout examples.
- Kakao Pay looks set for Dec review spotlight: float likely jumping from 21% to 34% (+13ppt, 60%+ surge), even bigger than Hanwha Ocean/Ecopro last round.
- Kakao Pay’s 13ppt float hike implies ~0.7–1.0x DTV passive inflows; with little pre‑positioning, flows may hit raw and drive outsized intraday impact.
SK: Restructuring of Renewable Energy Business of Nearly 1 Trillion Won & Chey’s Divorce Payment
- SK Group plans to restructure its renewable energy businesses that could result in asset sales of more than 1 trillion won.
- SK Group is taking on a major restructuring of its renewable energy businesses, including including fuel cells, energy storage systems (ESS), and solar/wind power generation facilities.
- A consensus has been forming in the local media regarding Chairman Chey’s expected divorce payment to his wife Roh So-young to be about 400 billion won to 700 billion won.
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