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

Short SK Telecom on Last Friday's Distorted Gain

SK Telecom MSCI FIF Adjustment Coefficient Drop Back to 0.5: Possibility Checkup

SK Telecom Equity Spinoff Announcement: Summary, Takeaways, & Price Impact

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

Warren Buffett Invests Big in Verizon - Impact on SK Telecom

Amazon and SK Telecom's 11st Close to Forming a Strategic Partnership

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

Event-Driven

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<p>On 25 March in the AGM, SK Telecom's CEO Park Jung-Ho emphasized that a major corporate governance reorganization will be completed this year. Following this announcement, SK Telecom's shares are up 8% today. For those investors following <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> closely, the company has hinted about this move for the past 5+ years.</p>
<p><em>So, is the company crying wolf this time around again? This time around, we do not believe SK Telecom is crying wolf. Rather, we believe there is a 95%+ probability that the company announces a major corporate reorganization plan sometime in April/May this year, which should unlock a greater value from SK Telecom. We continue to maintain a positive view of SK Telecom. </em></p>
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On 25 March in the AGM, SK Telecom's CEO Park Jung-Ho emphasized that a major corporate governance reorganization will be completed this year. Following this announcement, SK Telecom's shares are up 8% today. For those investors following SK Telecom (017670 KS) closely, the company has hinted about this move for the past 5+ years.
So, is the company crying wolf this time around again? This time around, we do not believe SK Telecom is crying wolf. Rather, we believe there is a 95%+ probability that the company announces a major corporate reorganization plan sometime in April/May this year, which should unlock a greater value from SK Telecom. We continue to maintain a positive view of SK Telecom. 


SK Telecom's CEO Confirms A Major Corporate Governance Reorganization Will Be Completed in 2021