Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

SK Telecom's Interim Dividends & The Removal of Foreign Ownership Restriction on SKT Investment?

SKT Investments' NAV Expected to Jump by 3X in 4 Years & More Details on Dividends

SK Telecom's CEO Park Jung-Ho Becomes Vice Chairman of SK Hynix: Prelude to an Intermediate Holdco?

SK Telecom: A Massive Treasury Shares Cancellation - Watching Paint Dry No More!

SK Telecom - Major Highlights of Better than Expected 1Q 2021 Earnings

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

Event-Driven

<a href="https://www.smartkarma.com/entities/sk-telecom-co-ltd-bbccd86c-474d-4a4d-946d-10e911a225a2" target="_blank" data-smartkarma-citation="entities:395:1" rel="noopener">SK Telecom (017670 KS)</a> announced the details of its reorganization plan today. SK Telecom will spin off a new investment company (tentatively named SKT Investment Co). SKT Investment will become the holding company of 16 companies including <a href="https://www.smartkarma.com/entities/sk-hynix-inc" target="_blank" data-smartkarma-citation="entities:16955:1" rel="noopener">SK Hynix (000660 KS)</a>, 11st, One Store, and T Map Mobility. According to the company, SKT Investment Co will actively pursue various M&amp;As in key sectors including semiconductor. It also plans to complete IPOs of numerous companies owned by the company. In 2021, it plans to IPO One Store. With regards to the remaining SK Telecom, it will focus on its core telecom business as well s new technologies such as artificial intelligence, data centers, and metaverse-based services.In this insight, we provide a detailed analysis of the expected dividend impact on the spun-off companies.

SK Telecom (017670 KS) announced the details of its reorganization plan today. SK Telecom will spin off a new investment company (tentatively named SKT Investment Co). SKT Investment will become the holding company of 16 companies including SK Hynix (000660 KS), 11st, One Store, and T Map Mobility. According to the company, SKT Investment Co will actively pursue various M&amp;As in key sectors including semiconductor. It also plans to complete IPOs of numerous companies owned by the company. In 2021, it plans to IPO One Store. With regards to the remaining SK Telecom, it will focus on its core telecom business as well s new technologies such as artificial intelligence, data centers, and metaverse-based services.In this insight, we provide a detailed analysis of the expected dividend impact on the spun-off companies. 

SK Telecom: Details of Spin-Off Ratios & Expected Impact on Dividends