Zeekr IPO Early Look - Possibly US$0 to US$7bn Revenue in Under Three Years
Zeekr, a premium EV brand by Geely, publicly filed for a US IPO overnight. The company had earlier planned to raise over US$1bn.
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SK Innovation - Why It Hasn't Worked
Can SK Innovation turn from underperformer to outperformer? It seems difficult with what's being expected and the limitations due to its balance...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 4Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 4Q 2023. We highlight 38 pair trades that...
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Londian Wason Energy Tech: Planning an IPO in the US in 2024 (Impact on SK Inc)
Londian Wason is getting ready for an IPO in the US in 2024. Londian Wason is planning to raise nearly US$500 million in pre-IPO funding and IPO....
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SK Inc: Updated NAV Valuation Analysis
Our base case valuation of SK Inc is NAV of 17.5 trillion won (NAV per share of 239,095 won), representing a 60% upside from current levels.
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