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

SK Hynix's 40 Trillion Won Share Buyback and Cancellation - Trading Implications

SK Hynix (000660): Time to Build Position Again

Korea Sector ETFs Weekly #2 [Week Ending 21 August 2026]

SK Square: An Updated NAV Analysis + A Key Beneficiary of Higher Shareholder Returns by SK Hynix

SK Hynix to Announce a Major Shareholder Return Plan - But How Much Is This Already Factored In?

SK Hynix - A Homerun Investment in Kioxia

Samsung Electronics - Time for A Special Dividend

Douglas Research Advisory

Equity Capital Markets

<ul>
<li>In the past few weeks, there have been increased market chatters about the potential IPO of Solidigm, a U.S. subsidiary of SK Hynix (000660 KS).</li>
<li>I would put a 70-80% probability that SK Hynix CANCELS Solidigm IPO. I also think market is increasingly thinking that SK Hynix is not going to proceed with this IPO. </li>
<li>What makes this decision so challenging for SK Hynix's management team is the pressure from potential pre-IPO investors in Solidigm that may demand an IPO soon. </li>
</ul>


In the past few weeks, there have been increased market chatters about the potential IPO of Solidigm, a U.S. subsidiary of SK Hynix (000660 KS).
I would put a 70-80% probability that SK Hynix CANCELS Solidigm IPO. I also think market is increasingly thinking that SK Hynix is not going to proceed with this IPO. 
What makes this decision so challenging for SK Hynix's management team is the pressure from potential pre-IPO investors in Solidigm that may demand an IPO soon. 


Increasing Probability of Calling Off the Solidigm IPO on NASDAQ?