SK Restructuring Update - Gained Confidence About DRAM Biz (Daesung Industrial Gases Buyout Part 2)
In my previous insight on SK restructuring, I said the the most likely scenario would be SKT split-up and SKT Holdco+SK Holdco merger. Why? It is...
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President Park's Impeachment Is Passed - Impact on Korea's Chaebol Restructuring Stocks
President Park’s impeachment was passed by the parliament. Now, Korea’s Constitutional Court will review the legitimacy of this motion to impeach...
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Daesung Industrial Gases Buyout Part 1 - Deal Summary and Valuation Issue
Daesung Industrial Gases is up for sale. Sale price of this buyout deal is estimated at around ₩1.5tril. The gas supplier is owned by a consortium...
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US Said No on Aixtron After Taiwan Delayed on PT/Chipmos Acquisition; Any Way Out for China?
Summary US said no on Aixtron US acquisition: U.S. President issued an order prohibiting Grand Chip buying Germany’s LED equipment vendor...
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Korea Stock Market Monthly Recap #8 - (November 2016)
November was dominated by politics driving the capital markets both in Korea and the US. The Choi Soon Shil scandal rocked Korean politics and put...
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