SK Gas Tender Offer: Proration Risk, Hedge Ratio & Trade Timing
In this post, I examine the situations of the ongoing SK Discovery tender offer for SK Gas shareholders. In particular, I'm going to specifically...
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SK Chemicals Holdco Conversion Process Update
Last Friday (Dec 1) was the official demerger date of Sk Chemicals Co Ltd (006120 KS). That is, it is now official that we have two companies: 1....
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Summary of SK Chemicals' Holdco/Opco Demerger
In this piece, I summarized Sk Chemicals Co Ltd (006120 KS)'s regulatory filing for demerger into holdo and opco. I also touched on SK Chemicals'...
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E1 Corp - LPG Distributor (4.5% Dividend Yield + 0.3x P/B + Major Catalyst!) (Part 1)
E1 Corp (017940 KS) has been a forgotten value stock that is worth rediscovering. Its market cap is US$340 million, has a high dividend yield of...
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Start of One-Shot Act - The Good, Bad, and the Ugly
The "One-Shot Act" (also called The Special Act on the Corporate Revitalization) effectively started in Korea on 16 August when Hanwha Chemical...
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