SK Inc: Updated NAV Valuation Analysis
Our base case valuation of SK Inc is NAV of 17.5 trillion won (NAV per share of 239,095 won), representing a 60% upside from current levels.
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Korea's First Sector Inverse ETF: Discussing Flow Trading Impacts
This post touches on the release of Korea's first sector inverse ETF containing the top 10 core secondary battery stocks and the resulting flow...
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SK Innovation: Rights Offering of 1.2 Trillion Won at a 21% Discount to Current Price
On 2 August, SK Innovation announced that its rights offering amount will be raised to 1.3 trillion won (higher than the original expected amount...
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Korean Holdcos Vs Opcos Gap Trading Opportunities in 3Q 2023
In this insight, we highlight the pricing gap divergences of the major Korean holdcos and opcos in 3Q 2023. We highlight 38 pair trades that...
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SKC Co: Formation of an Intermediate Holding Company
This insight provides additional details of SKC which has announced highly aggressive investment plans to expand its rechargeable batteries and...
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