Korea / Special Situations, Clepsydra Capital

Sanghyun Park

I investigate special situations in Korea.

Korea / Special Situations

Why I Believe SK Telecom Split-Up Will Happen Soon

No More Defensive Play, Let's Assess SK Telecom from Business Fundamentals

Reasons for Why SK Group Plans to Restructure Its Holding Co Structure Under "One-Shot Act"

Event-Driven

<p>Last week, SK Group's top executives (including Chairman Chey Tae-won) have gathered and discussed on key issues including SK Group's holdco restructuring. This so-called "SK Top Management Seminar" were held for three days from Wednesday to Friday last week. One of the key issues discussed during this seminar was SK Group's restructuring. <em>(In addition, SK Group's Chairman Chey emphasized the need to pull off several mega acquisitions.)</em> What would this mean? Finally, SK Group seems to embark on…</p>

Last week, SK Group's top executives (including Chairman Chey Tae-won) have gathered and discussed on key issues including SK Group's holdco restructuring. This so-called "SK Top Management Seminar" were held for three days from Wednesday to Friday last week. One of the key issues discussed during this seminar was SK Group's restructuring. (In addition, SK Group's Chairman Chey emphasized the need to pull off several mega acquisitions.) What would this mean? Finally, SK Group seems to embark on…

SK Restructuring Seems Imminent - SK Holdco Is Up Nearly 4% Today

SK Inc

SK Restructuring Seems Imminent - SK Holdco Is Up Nearly 4% Today