SK Holdings Short Idea on Asiana Airlines
There is a growing speculation that SK Holdings, not SKT, is preparing for Asiana takeover. The story is SK E&C's recent CGH block deals (3.3%...
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LG Chem, Samsung SDI & Panasonic: Tesla GF3 Battery Situation
We heard this LG Chem/Tesla story from Bloomberg last Friday. LG Chem still stays mum on this, and Tesla isn't saying anything either. But has...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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SKT's Asiana Takeover & Intermediate Holdco Conversion Timeframe
KDB is scheduled to put out a public notice of Asiana sale on July 25. All attention is now being placed on SK Group. Several other chaebols are...
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Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements
This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...
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