Holding Companies Awaken Amid Semiconductor Rally—Spotlight on Samsung C&T and SK Square
South Korea’s KOSPI hits record highs on semiconductor gains, fueling investor interest in undervalued holding companies like Samsung C&T and SK Square amid rising volatility concerns.
SK Square Transfers 5.89 Trillion Won in Capital Surplus to Retained Earnings to Bolster Shareholder Returns
SK Square will transfer 5.89 trillion won in capital surplus to retained earnings, enabling greater shareholder returns, after posting record 2025 profits driven by SK Hynix.
SK Square has invested KRW 30 billion ($22.5 million) in seven US and Japanese AI and semiconductor tech firms, with plans to expand total investment to KRW 100 billion ($75 million) as portfolio company valuations surge.
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'Capital Allocation Model' SK Square Surpasses 500,000 Won—Value-Up Prospects Brighten
SK Square shares surge past 500,000 won, outpacing SK hynix on the back of effective capital allocation, narrowing NAV discount, and upgraded value-up targets.
SK Square CEO Kim Jung-kyu Seeks Strategic Investments to Alleviate AI Bottlenecks
SK Square CEO Kim Jung-kyu announced plans to seek strategic investments in AI and semiconductors to address industry bottlenecks, aiming to reduce the company's NAV discount to 30% by 2028.
[From the Field]SK’s Chey Jae-won Must Recover from Battery Missteps and Drive Semiconductor Growth
SK’s Chey Jae-won, after setbacks in the battery business, shifts focus to SK Square’s semiconductor and AI investments, aiming to restore his reputation as SK hynix shares soar.
Choi Jae-won, Executive Vice Chairman of SK Innovation, will move to SK Square to support semiconductor and AI investments, marking his second major role change in 18 months as SK Group strengthens its ICT and AI business portfolio.
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Choi Jae-won, Executive Vice Chairman of SK Innovation, to Move to SK Square
Choi Jae-won, Executive Vice Chairman of SK Innovation, will move to SK Square to support semiconductor and AI investments, marking his second major role change in 18 months as SK Group strengthens its ICT and AI business portfolio.
'Still Undervalued'—NH Investment & Securities Raises Target Prices for SK Hynix and SK Square to 880,000 Won and 450,000 Won
NH Investment & Securities raised target prices for SK Hynix and SK Square, citing strong earnings outlook, regulatory easing, and continued shareholder return initiatives.
SK Square Co. has sharply narrowed its holding company discount through aggressive buybacks and value-up initiatives, with its NAV discount rate dropping from 65.8% to 52.9% and share price surging over 250% amid a rally in SK hynix, setting new targets for further valuation gains.
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The Textbook Solution to Holding Company Undervaluation—SK Square's Approach
SK Square Co. has sharply narrowed its holding company discount through aggressive buybacks and value-up initiatives, with its NAV discount rate dropping from 65.8% to 52.9% and share price surging over 250% amid a rally in SK hynix, setting new targets for further valuation gains.
SK Square Rides Upturn—Lowers NAV Discount Target to 30% by 2028 from 50% by 2027
SK Square Co. has sharply reduced its NAV discount rate after a 250% stock surge, setting a new target of below 30% by 2028 and pledging faster value realization for shareholders.
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