SK Materials Announces a Big Share Buyback
This afternoon, before the market close, Sk Materials (036490 KS) reported its 2Q 2020 earnings and announced a big share buyback of 530,000...
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Tokai Carbon Korea (TCK) - Priced for A "Near-Perfection"
In our view, Tokai Carbon Korea (064760 KS)'s valuation premium versus its peers appears reasonable but priced to "near-perfection." A key risk...
427 Views
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...
424 Views
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...
517 Views
Samsung Etching Gas Situation Still Very Much Alive
Samsung's etching gas situation is still very much alive. Chosun put out two reports on this early this morning. To me, these Chosun reports are...
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