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

LG Uplus: Improving Dividend Outlook & An Expansion into Metaverse Businesses

SK Telecom & SK Square Relisting - Three Most Important Factors

SK Square - Announces a Block Deal Sale of About 400 Billion Won

SK Square & SK Telecom - Valuation Analysis Post Split

SK Square & SK Telecom - Sensitivity Analysis of Dividend Payments & Yields

Amazon Global Store Finally Launches in Korea - In Partnership with 11st (SK Telecom)

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

Event-Driven

<ul>
<li>SK Telecom (017670 KS) reported slightly better than expected results in 3Q 2021.</li>
<li>SK Telecom and SK Square will relist in about two and half weeks on 29 November.</li>
<li>The combined estimated value of SK Square and SK Telecom post split is 31.4 trillion won, which is 41% higher than current market cap of SK Telecom (pre-split).</li>
</ul>


SK Telecom (017670 KS) reported slightly better than expected results in 3Q 2021.
SK Telecom and SK Square will relist in about two and half weeks on 29 November.
The combined estimated value of SK Square and SK Telecom post split is 31.4 trillion won, which is 41% higher than current market cap of SK Telecom (pre-split).


SK Telecom - Major Highlights of 3Q 2021 Earnings & Updated Valuation