In today’s briefing:
- Keep an Eye on Samsung C&T & SK Square as the Next Hot Picks for Value-Up Announcements
Keep an Eye on Samsung C&T & SK Square as the Next Hot Picks for Value-Up Announcements
- Construction and semiconductors are key targets due to their low value-up representation. For shareholder returns, keep an eye on Samsung C&T and SK Square.
- Expect announcements before the mid-September value-up index, with early September releases mirroring LG Electronics’ prior notices and detailed plans arriving by Q4.
- Even with prior notices, details will leak. Samsung C&T and SK Square are likely to prioritize short-term shareholder returns over long-term growth, potentially leading to a bigger price impact.
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