Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Equity Bottom-Up

In my previous note <a href="https://www.smartkarma.com/insights/reasons-for-why-sk-group-plans-to-restructure-its-holding-co-structure-under-one-shot-act" target="_blank">Reasons for Why SK Group Plans to Restructure Its Holding Co Structure Under “One-Shot Act”</a>, I highlighted the point that SK Group is strongly motivated to boost SK (034730) Holding Company’s share price in the short run. Obviously, SK Group’s top management wants to get the best possible swap ratio for SK Holding Company.Now the question is how.<ul><li>In this regard, we need to pay very careful attention to SK Biopharmaceuticals.
</li></ul>Why?<ul><li>Unlike SK Holding’s other business divisions and…</li></ul>

In my previous note Reasons for Why SK Group Plans to Restructure Its Holding Co Structure Under “One-Shot Act”, I highlighted the point that SK Group is strongly motivated to boost SK (034730) Holding Company’s share price in the short run. Obviously, SK Group’s top management wants to get the best possible swap ratio for SK Holding Company.Now the question is how.In this regard, we need to pay very careful attention to SK Biopharmaceuticals.
Why?Unlike SK Holding’s other business divisions and…

SK Holding Co's Intrinsic Value Based on SOTP and Price Upside Potential

SK Inc

SK Holding Co's Intrinsic Value Based on SOTP and Price Upside Potential