SK Group Restructuring - More Data Analysis (Relative Valuations)
SK Holdings Co Ltd (034730 KS) or SK Telecom (017670 KS)? Which one should we buy? To answer this question, we'd surely have to understand and...
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Regulatory Risks Rising for Korean Telcos
While South Korea is facing heightened geopolitical risk from the North, Korean telecom operators face a threat closer to home - more aggressive...
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The "Trial of the Century", First 110 Days of Moon Jae-In Presidency, and Waiting for Tofu
This report has two parts. First, it discusses the impact of the "trial of the century" involving the Samsung Group heir Lee Jae-Yong as well as...
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More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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A Major Change in the Separation of Mobile Service & Handset Sales Distribution?
In the past week, there have been numerous Korean local media reports that suggested that a major change could occur in separating the mobile...
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