A Pair Trade Between SK Telecom & LG Uplus
At current prices, we like a pair trade between SK Telecom and LG Uplus. The price gap has widened too much in the past month in favor of LG Uplus...
271 Views
Sweden's EQT Partners to Invest Big in SK Shieldus: Impact on SK Square
On 2 November, it was reported that Sweden's EQT Partners is to acquire a 36.87% stake in SK Shieldus. The investment in SK Shieldus by EQT...
270 Views
SK Inc: Solid Dividends, Ongoing Buyback, and Emphasis on Value Should Lead to Outperformance
Our base case target price of 276,567 won suggests a 37% upside from current levels for SK Inc. Our base case valuation assumes a 30% holdco discount.
199 Views
Kakao Pay Placement Lockup Expiry - Alipay Is Soon Going to Be Free to Shed Its US$1.6bn Stake
In early Jun 2022, Alipay raised around US$386m via selling 3.3% of outstanding shares of Kakao Pay (377300 KS). That was the first selldown by...
373 Views
Launch of KRX/S&P ESG High Dividends Index
KRX plans to launch KRX/S&P ESG High Dividends Index on 4 October. This index will be composed of stocks in KOSPI 200 which have high dividend...
207 Views