Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 25 years of experience in analyzing hundreds of companies, especially in Asia. Deep expertise in the following sectors:
- Technology (E-commerce, SaaS, Internet)
- Consumer 
- Special Situations/Deep Value Plays
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

What Are Locals Saying About Potential Allies to Choi Family in Fight for Korea Zinc?

MBK Raises Tender Offer Price on Korea Zinc by 13.6% to 750,000 Won

MBK Bumps Offers For Both Korea Zinc and Young Poong Precision

Korea Investment Securities to Step up as the White Knight for Choi Family at Korea Zinc

NAV Valuation of Young Poong Precision and A Case Study for Future Tender Offers in Korea

MBK Partners and Jang Family Partner to Control Korea Zinc + Tender Offer of 14.6% of Korea Zinc

Douglas Research Advisory

Event-Driven

<ul>
<li>In this insight, we discuss in detail MBK's four major concerns on the management of Korea Zinc. </li>
<li>We believe that MBK has legitimate concerns on especially the three factors including poor investments, deteriorating profitability, and increase in equity capital/disposal of treasury shares. </li>
<li>If and when the 2 trillion won+ is raised, then it could lead to another tender offer and the four concerns highlighted in this insight become much more important.</li>
</ul>


In this insight, we discuss in detail MBK's four major concerns on the management of Korea Zinc. 
We believe that MBK has legitimate concerns on especially the three factors including poor investments, deteriorating profitability, and increase in equity capital/disposal of treasury shares. 
If and when the 2 trillion won+ is raised, then it could lead to another tender offer and the four concerns highlighted in this insight become much more important.


Details of MBK's Four Major Concerns on Management of Korea Zinc