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

Lee Jae-Myung's Campaign Pledge - Cancellation of Treasury Shares

Lee Jae-Myung's Policies Likely to Negatively Impact Korean Banks

A Pair Trade (Basket) Of Korean Banks Vs Securities

LIFE Asset Management Goes Activist on SK Inc

SK Inc - SoTP Valuation Analysis and 3 Key Catalysts (SK E&S, SK Pharmteco, & SK Siltron)

SK Inc: Significant Gains of Nearly 1.1 Trillion Won in Londian Wason Holdings

Douglas Research Advisory

Event-Driven

<ul>
<li>In this insight, we discuss about SK Inc (034730 KS) which is considering on selling the controlling stake of SK Siltron.</li>
<li>If SK is successful in selling 70.6% stake in SK Siltron for about 5 trillion won, it could result in more than 3 trillion won cash inflow for SK Inc. </li>
<li>Our base case valuation of SK Inc is NAV of 13.9 trillion won (NAV per share of 192,217 won), representing a 61% upside from current levels.</li>
</ul>


In this insight, we discuss about SK Inc (034730 KS) which is considering on selling the controlling stake of SK Siltron.
If SK is successful in selling 70.6% stake in SK Siltron for about 5 trillion won, it could result in more than 3 trillion won cash inflow for SK Inc. 
Our base case valuation of SK Inc is NAV of 13.9 trillion won (NAV per share of 192,217 won), representing a 61% upside from current levels.


SK Siltronの支配株をHahn &amp; Coに売却する可能性

SK Inc

SK Siltronの支配株をHahn &amp; Coに売却する可能性

SK Siltronの支配株をHahn & Coに売却する可能性