SK Materials - The Biggest Winner from SK Group's Vertical Integration of Semiconductor Materials
We believe SK Materials is the biggest winner from SK Group's efforts to vertically integrate the sourcing of semiconductor-related gases and...
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SK Innovation Share Buyback: Execution, Dividend Projection, & Restructuring
SK Innovation's latest share buyback represents 5% of the SO and is worth nearly ₩600bil. Two years ago, the company bought back 5M shares for...
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SK Innovation's Big Share Buyback = Improved "G" In ESG
Sk Innovation (096770 KS) announced a big share buyback program today. The company mentioned that it will buy back 4.628 million shares (5% of...
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Korea - Celltrion Shorts Increase, Semco Covering Continues
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 17 January 2020....
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SK Holdings SoTP Valuation Sensitivity Analysis
In this insight, we provide an updated sum-of-the parts (SoTP) valuation on SK Holdings (034730 KS). There are many moving parts of SK Holdings...
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