SK Square Watchlist
SK Square Is Victim of LG Energy IPO-Triggered Market Flow Imbalance, Then Rebound Timing?
279 Views, 10 Jan 2022 08:47
- SK Square's discount to NAV is reaching 68%, pretty close to the deepest end of the local peers.
- The cause of this price correction can be seen as the collapse of the overall market flow balance due to the LG Energy IPO.
- Entry timing for MSCI float-rate increase momentum is early February.