SK Telecom Stub: Equity Carve-Out Creates Stub Trade Opportunity
NAV basis, SK Telecom (017670 KS)'s stub is valued at ₩15.4tril assuming a 30% holdings discount. EV/EBIT wise, this is only a 17~18% premium to...
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LG Uplus: Buying CJ Hello Could Deliver Large Synergies but May Struggle with Market Acceptance
There has been renewed speculation about a sale of CJ Hello (037560 KS) to LG Uplus (032640 KS) as noted by Sanghyun Park on this site recently....
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Korean Telcos: Revenue Pressure Is Hitting Earnings. Share Price Gains Are Starting to Fade.
We recently downgraded the Korean telecom operators as they have been among the best performing telcos globally in the last few months (at least...
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Major Highlights of SK Telecom's 3Q18 Earnings Conference Call
SK Telecom (017670 KS) reported disappointing 3Q18 earnings results. SK Telecom's revenue of 4,186 billion won was 0.8% lower than consensus and...
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This Week in Blockchain & Cryptos: Bitcoin Diversification & First Blockchain Powered Smartphone
Stable Bitcoin price in October - Bitcoin (BTC)'s price has remained surprisingly stable in October. While the global equity markets have been...
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