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

A Sharp Increase in the AUM of ETFs Tracking the Korea Value-Up Index in 2026

A Pair Trade Between KODEX Korea Value Up ETF (Long) And KODEX KOSPI ETF (Short)

Highlights of the Korea Value-Up Index Rebalance on 12 June

An Update on SK Inc (2026 High Conviction Pick)

SK Inc: Selling 1.25 Trillion Won Worth of SK Biopharm Through a PRS Contract

Korean National Assembly FINALLY Passes the Bill for Mandatory Cancellation of Treasury Shares

Mandatory Cancellation of Treasury Shares: Final Approval by the Korean National Assembly on 24 Feb?

Douglas Research Advisory

Event-Driven

<ul>
<li>SK Inc (034730 KS) announced that it will cancel about 4.8 trillion won ($3.3 billion) worth of treasury shares, representing about 20.3% of its outstanding shares.</li>
<li>This should have a big positive impact on SK Inc's share price. The treasury shares cancellation date is scheduled for 4 January 2027.</li>
<li><em><strong>Our updated NAV valuation suggests target NAV per share of 662,130 won, which is 82% higher than current price. </strong></em></li>
</ul>


SK Inc (034730 KS) announced that it will cancel about 4.8 trillion won ($3.3 billion) worth of treasury shares, representing about 20.3% of its outstanding shares.
This should have a big positive impact on SK Inc's share price. The treasury shares cancellation date is scheduled for 4 January 2027.
Our updated NAV valuation suggests target NAV per share of 662,130 won, which is 82% higher than current price. 


SK Inc: Cancellation of 20.3% of Outstanding Shares