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

Korea M&A Spotlight: SK Telecom Joins the Macquarie Consortium to Bid for ADT Caps

SK Telecom: ADT Caps Acquisition & Major Highlights from 1Q18 Conference Call

SK Tomorrow & SK Telecom's Implied Valuation Analysis Post Split

SK Telecom - Benchmarking Alphabet to Potentially Create SK Tomorrow

SKT Split-Up Is Really Imminent - Likely Scenario & Price Upside Analysis

Equity Bottom-Up

<p>This report is broken down into two parts. First, we discuss the ramifications of SK Group Chairman Chey Tae-Won seeking a divorce from his wife. Second, we discuss the implications of the "fast and the furious" pace of M&amp;As, spin-offs, and asset sales among the SK affiliated companies in the past year and the implications on the <strong>"Big Event"</strong> to come. </p>

This report is broken down into two parts. First, we discuss the ramifications of SK Group Chairman Chey Tae-Won seeking a divorce from his wife. Second, we discuss the implications of the "fast and the furious" pace of M&amp;As, spin-offs, and asset sales among the SK affiliated companies in the past year and the implications on the "Big Event" to come. 

최태원 회장 이혼 가능성과 SK그룹의 맹렬한 M&amp;A·구조조정 속도의 복합적 문제

SK Telecom

최태원 회장 이혼 가능성과 SK그룹의 맹렬한 M&amp;A·구조조정 속도의 복합적 문제

최태원 회장 이혼 가능성과 SK그룹의 맹렬한 M&A·구조조정 속도의 복합적 문제