LG Energy Solution: End of 6 Months Lock-Up Period & Valuation Sensitivity Analysis
Our base case valuation LG Energy Solution is implied market cap of 75 trillion won or target price of 319,089 won, representing 25% below current...
482 Views
CALB Pre-IPO - The Negatives - Lots of Shareholder Re-Shuffling
CALB aims to raise around US$1.5bn in its Hong Kong IPO to ramp up its production capacity. CALB undertakes design, R&D, production and sales of EV...
333 Views
LG Corp: First Major Buyback in 22 Years + Improvement in Dividend Policy
After the market close on 27 May, LG Corp (003550 KS) announced a share buyback worth 500 billion won, representing 4.3% of market cap. This is the...
461 Views
Iljin Materials: Is the Potential Change in Compulsory Tender Offer Forcing Owner to Speed Up Sale?
The CEO of Iljin Materials Heo Jae-Myung could potentially receive greater amounts of money if he sells his stake now, rather than waiting when the...
379 Views
Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
519 Views