SK Square: The Excessive NAV Valuation Gap Is Likely to Narrow
On a NAV basis, shares of SK Square are deeply undervalued. If we assume a moderate 50% holdco discount, this would suggest a NAV of 74,677 won per...
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KB Kookmin Bank Invests 200 Billion Won in SK Square's TMap Mobility
On 22 August, it was announced that KB Kookmin Bank invested 200 billion won worth of TMap Mobility, valuing the company at 2.2 trillion won ($1.7...
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Introducing KRX Sector Indices: SK Square & Iljin Hysolus Deserve Attention for Rebalancing
This post introduces the KRX Sector Indices and screens the likely adds/deletes at the upcoming rebalancing in September, including SK Square and...
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Short LG Corp on the Unsustainable Price Spike
This post discusses why LG Corp's 10% price surge on Monday, driven by the improved shareholder return policies, should be a good entry point for a...
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Samsung C&T: Deep Discount NAV, Capital Shifting to Value/Holdcos, & Trading Business Boost
Three major positive factors for Samsung C&T include deep discount NAV, capital shifting to value/holdcos, and higher commodity prices boosting...
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