Last Week in Event SPACE – SK Telecom, Hitachi Kokusai, Samsung, Softbank, Swire
This week, a thorough analysis of SK Telecom (017670 KS)'s expected carve-up; KKR ups its offer for Hitachi Kokusai Electric Inc (6756 JP) as...
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SK Tomorrow & SK Telecom's Implied Valuation Analysis Post Split
This is a follow-up analysis of our report, SK Telecom - Benchmarking Alphabet to Potentially Create SK Tomorrow. In this report, we provide a...
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StubWorld - Set-Up & Unwind Extremes: Pasona, SK Telecom, China Conch, Guoco
This week I briefly look at recent (and ongoing) bifurcations in Pasona Group Inc (2168 JP), SK Telecom (017670 KS), China Conch Venture Holdings...
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SK Group Restructuring - More Data Analysis (Relative Valuations)
SK Holdings Co Ltd (034730 KS) or SK Telecom (017670 KS)? Which one should we buy? To answer this question, we'd surely have to understand and...
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SK Group Restructuring - Local Institutions Are Already Making A Move
We are now seeing a very interesting move from Korea's local institutions on those SK Group restructuring stocks. Last week, to be specific from...
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