Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

SKT-CHJ Merger Has A Positive Impact on KT Skylife

Equity Bottom-Up

We need to be honest with KT Skylife’s current situation.I have no intention to play down its subscriber growth achievement in 2Q16. Its total net subscriber growth in 2Q16 is 27,000 and net UHD subscriber growth is 79,000 (it now has a total of 227,000 UHD subscribers by the end of 2Q16).But can this really be attributed to its UHD service quality?I believe this is where the confusion starts among Skylife investors.* If this is really true, then it is just a wonderful news for Skylife’s…

We need to be honest with KT Skylife’s current situation.I have no intention to play down its subscriber growth achievement in 2Q16. Its total net subscriber growth in 2Q16 is 27,000 and net UHD subscriber growth is 79,000 (it now has a total of 227,000 UHD subscribers by the end of 2Q16).But can this really be attributed to its UHD service quality?I believe this is where the confusion starts among Skylife investors.* If this is really true, then it is just a wonderful news for Skylife’s…

Hyundai Hy Communications & Network (126560 KS)

KT Skylife's Potential for Re-Rating: Ironic Situation Surrounding UHD Growth

Kt Skylife

KT Skylife's Potential for Re-Rating: Ironic Situation Surrounding UHD Growth