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

KT Skylife's Potential for Re-Rating: Ironic Situation Surrounding UHD Growth

Equity Bottom-Up

This is my follow-up report on KT Skylife (053210).* My previous report was published on January 21. (<a href="https://www.smartkarma.com/insights/kt-skylife-053210-biggest-beneficiary-of-netflix-arrival-to-korea" target="_blank">KT Skylife (053210): Biggest Beneficiary of Netflix Arrival to Korea</a>)1. KT Group needs to have a new strategy for its paid TV business amid SK Telecom-CJ Hellovision merger<ul><li>SK Telecom-CJ Hellovision merger seems to proceed as planned. That is, it is expected to get a conditional approval from the Fair Trade Commission sometime this week or next week. Of course, even if the Fair Trade Commission…</li></ul>

This is my follow-up report on KT Skylife (053210).* My previous report was published on January 21. (KT Skylife (053210): Biggest Beneficiary of Netflix Arrival to Korea)1. KT Group needs to have a new strategy for its paid TV business amid SK Telecom-CJ Hellovision mergerSK Telecom-CJ Hellovision merger seems to proceed as planned. That is, it is expected to get a conditional approval from the Fair Trade Commission sometime this week or next week. Of course, even if the Fair Trade Commission…

SKT-CHJ Merger Has A Positive Impact on KT Skylife

Kt Skylife

SKT-CHJ Merger Has A Positive Impact on KT Skylife