Last Week in Event SPACE – SK Telecom, Kuraray, Golfzon Newdin, Mandarin, TVB
This week, SK Telecom (017670 KS)'s anticipated restructuring moves up a gear; Golfzonyuwonholdings Co Ltd (121440 KS) chips in a JV with MBK; ...
206 Views
Korea Stock Market Monthly Recap #18 - (September 2017)
In September, our model stock portfolio was down 0.1% versus KOSPI which was up 1.3% during the same period. Starting September, we raised the...
184 Views
SKT & SK Telink Share Swap Deal - Summary & Ramifications
SK Telecom (017670 KS) just announced in a regulatory filing that it will acquire the remaining stake of SK Telink to make it its wholly-owned...
211 Views
Last Week in Event SPACE – SK Telecom, Tabcorp, Hyundai Livart
This week, amidst a muted impact from regulatory intervention, SK Telecom (017670 KS)'s extreme discount to NAV should not be ignored; the odds on...
241 Views
Regulatory Risks Rising for Korean Telcos
While South Korea is facing heightened geopolitical risk from the North, Korean telecom operators face a threat closer to home - more aggressive...
164 Views