Signals of SK Restructuring Being Imminent
Last week and this week, we've had several interesting signals that SK is doing big preparations for the restructuring. These signals suggest that...
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SK Networks Back Out of Woongjin Coway Deal & A Potential of IPO SK Magic to Realize Greater Value?
SK Networks (001740 KS) announced yesterday (October 7th) that it will not be bidding for the Woongjin Coway M&A deal, mainly due to its high...
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Huuuge Share Buyback for SK Holdings
SK Holdings (034730 KS) announced today (October 1st) that it will conduct a major share buyback of 3.52 million shares (5% of shares outstanding)...
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Korea M&A Spotlight: SK Networks & SK Telecom Considering a Big Deal
It has been reported in several Korean local media that SK Networks (001740 KS) and SK Telecom (017670 KS) are considering a big deal which could...
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Korea Stock Market Monthly Recap #38 (July 2019)
Starting August, we are increasing the cash portion of our model portfolio to 50%, up from 40% in July to become more defensive in our model...
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