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

NPS Plans to Increase Its Stake in KEPCO from 6.4% to Up to 10.0%

Block Deal Sale of KEPCO Engineering & Construction Likely in 2H 2022

Discussing How We Should Time the KEPCO E&C Block Deal

Korea M&A Spotlight: SKC Acquires KCFT for $1 Billion

LIFE Asset Management Goes Activist on SK Inc

Iljin Materials: Is the Potential Change in Compulsory Tender Offer Forcing Owner to Speed Up Sale?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Event-Driven

<ul>
<li>SK Group has been the the most active M&amp;A player among the major chaebols in Korea in the past decade. SK Group is once again making some big M&amp;A moves.</li>
<li>In this insight, we discuss SK Inc and SK Innovation's plans to purchase a minority stake in Bill Gates' TerraPower nuclear SMR technology company.</li>
<li>We also discuss the recent sale of the PET film business by SKC for 1.6 trillion won and how SKC may try to acquire the controlling interests of Iljin Materials.</li>
</ul>


SK Group has been the the most active M&amp;A player among the major chaebols in Korea in the past decade. SK Group is once again making some big M&amp;A moves.
In this insight, we discuss SK Inc and SK Innovation's plans to purchase a minority stake in Bill Gates' TerraPower nuclear SMR technology company.
We also discuss the recent sale of the PET film business by SKC for 1.6 trillion won and how SKC may try to acquire the controlling interests of Iljin Materials.


SK Inc & SK Innovation Plan to Buy Stake in Bill Gates' TerraPower + SKC Sells PET Film Business