EV Battery Players in Korea - Chicken Egg in Supply Chain and Flow
The longer term battle in large sized battery in both ESS and EV use seems to be very difficult field where the right combination of scale and...
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SK Holdings: Time to Take Profits
Given the tremendous recent outperformance of SK Holdings, we believe this is a good time to take some profits on this stock. SK Holdings (034730...
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SK Biopharm Valuation Analysis (What Is the Market Implying from SK Holdings?)
In this insight, we provide a valuation analysis of SK Biopharmaceuticals (BIO SK).Bullish Case Valuation - If we take a bullish case valuation...
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SK's CGH Block Deal Is Last Preparation for SK Restructuring
What should we make of this block deal by SK E&S on China Gas? First, it should be a well-anticipated one. My point is this block deal should...
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Korean Stub Trade in a New Era: List of Holdcos Having Single Stock Futures
We now have the across-the-board shorting restriction in Korea for the next six months. It means that we will have to adjust our approach on most...
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