SK Shieldus IPO - The Negatives - No Shield for Its Margin, in Multi-Year Decline
SK Shieldus (SKS) aims to raise around US$800m via a mix of issuing primary and secondary shares in its Korea IPO. In this note, we talk about the...
473 Views
SK Shieldus IPO - The Positives - Decent Growth, Diversifying Its Revenue Base
SK Shieldus (SKS) aims to raise around US$800m via a mix of issuing primary and secondary shares in its Korea IPO. In this note, we talk about the...
338 Views
SK Holdings Share Buyback Means a Change in SKT Demerger Scenario
Execution detail is below in the DETAIL section. If you don't want my personal thoughts, you can skip this part and jump directly to the execution...
587 Views
SK Telecom Stub Valuation: Follow-Up Study
SKT delivered strong 1Q numbers. What's important here is that its key subsidiaries, particularly 11Street and ADT Caps, put up a strong...
594 Views
SK Siltron IPO Preview (Part 1)
SK Siltron is expected to complete its IPO in 2H18. This is expected to be one of the highly anticipated IPOs in the Asian semiconductor sector...
344 Views