Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

US Banks - Weekly Loans Accelerate to 4.67% YoY, LLR at Only +1.36% YoY, CP +26% YoY

SK Innovation's Subsidiary SK Geo Centric to Sell Its Entire 35% Stake in Sinopec-SK Petrochem JV

Supreme Court Overturns a Lower Court Ruling for the Divorce Case Chey Tae-Won and Roh So-Young

SK Inc: Solid Corporate Value Up Plan Muddled by Chairman Chey's Ongoing Divorce Proceeding

SK Inc: Chairman Chey's Divorce Settlement Finalized + SoTP Valuation Analysis

Impact on SK Inc Post Record Divorce Ruling for SK Group Chairman Chey Tae-Won

Potential Sale of SK Specialty and Deleveraging of the SK Group - Impact on SK Inc and NAV Analysis

Douglas Research Advisory

Equity Bottom-Up

<ul>
<li>More than eight years have passed since Chairman Chey first filed for a divorce from this wife Roh So-young in July 2017.</li>
<li>This divorce case has finally reached the Supreme Court of Korea. Although the final outcome still remains unknown, it appears that this divorce case is finally coming to an end. </li>
<li>We also provide an NAV analysis of SK Inc. Our NAV valuation of SK Inc suggests implied market cap of 24.1 trillion won which is 42% higher than current levels.</li>
</ul>


More than eight years have passed since Chairman Chey first filed for a divorce from this wife Roh So-young in July 2017.
This divorce case has finally reached the Supreme Court of Korea. Although the final outcome still remains unknown, it appears that this divorce case is finally coming to an end. 
We also provide an NAV analysis of SK Inc. Our NAV valuation of SK Inc suggests implied market cap of 24.1 trillion won which is 42% higher than current levels.


Divorce Between SK Group Chairman Chey Tae-Won and Roh So-Young Coming to an End: Impact on SK Inc