LG Holdings Stub Trade: Current Status & Trade Approach
LG Holdings (003550 KS) is mainly made up of LG Group's 4 major listed subsidiaries. The four account for 76.85% of NAV, and 90.18% of holdings...
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Smartkarma’s Week That Was in JP/KR: Softbank, Nissan, & A Star Is Born in 2018 Rewind to 1937
The year is winding down and there are only three weeks left in 2018. The sentiment on the global stock markets has been turning down rapidly in...
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Korean Telcos: Deteriorating Operating Trends Do Not Support the Re-Rating Seen Recently.
The Korean telecom operators reported weak 3Q18 results, with mobile service revenue (MSR) trends deteriorating once again driven by regulation....
471 Views
2019 Korea M&A Market Outlook - What’s For Sale?
We highlight 20 Korean companies that are seeking to find new owners through M&As in 2019. Key sectors of M&A in Korea in 2019...
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SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity
NAV basis, SK Telecom (017670 KS)'s stub is valued at ₩15.4tril assuming a 30% holdings discount. EV/EBIT wise, this is only a 17~18% premium to...
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