In today’s briefing:
- A Brewing Proxy Battle for Youngone Corp in 2027 [Quad Asset/Activist Investors Vs Chairman Sung]
- Active Portfolio Ideas: Strategic Reviews, Potential Takeovers, and Market Overreactions in 2026
A Brewing Proxy Battle for Youngone Corp in 2027 [Quad Asset/Activist Investors Vs Chairman Sung]
- There is an increasing likelihood of a proxy battle for Youngone Corp (111770 KS) involving several corporate activist investors versus Chairman Sung Ki-hak/family.
- An intense battle appears inevitable at the 2027 regular AGM, which is less than a year away, especially if multiple institutional investors form a shareholder coalition.
- There could be least five institutional investors (including Quad Asset Mgmt and VIP Asset Mgmt) that may try to raise corporate activism on Youngone Corp.
Active Portfolio Ideas: Strategic Reviews, Potential Takeovers, and Market Overreactions in 2026
- DoubleU Games plans to increase capital returns post-privatization of DoubleDown Interactive, with significant net cash reserves.
- Watches of Switzerland has received credible takeover offers, with fundamentals providing downside protection and potential double-digit bid expectations.
- Currency Exchange International’s high-margin FX Payments business contributes to a 106% return, with potential uplisting to the US by 2027.
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