SK Holdco Trade: Initiate Long Position on Higher Dividends
Revised values of Holdco's unlisted holdings put Holdco discount at 48.95% to GAV and 34.87% to NAV. Given that Korea's average holdco discount is...
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Global E&Ps: Energy Weekly Vol. 25
Oil PriceCrude Oil prices rose c.1% on Tuesday, driven largely by partial production shutdowns in the Gulf of Mexico ahead of Hurricane Michael and...
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Start Building Long Position on SK Telecom for Split/IPO, It's Not Too Early
SK Telecom's top management is planning to split SKT in the form of spinout (physical division). They will then IPO SKT Opco to raise additional...
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SKI (096770 KS): Korea’s Largest Refiner Ready to Gain from New Regulation
Low price-to-sales, good price momentum, and relatively strong analyst recommendation relative to its sector Being Korea’s largest refiner, SKI...
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The Week that Was in ASEAN@Smartkarma - Hospitals, Cinemas, and Digital Media
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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