An Update on SK Inc (2026 High Conviction Pick)

We believe there is a 30% chance the Korean govt concludes mandatory treasury share cancellations by late February, a 40% chance in March, and a 30% probability of further delays beyond March 2026.
- by Douglas Kim on SK Inc in Equity Bottom-Up

Key points:
1. In this insight, we provide an update on SK Inc (034730 KS) which is our 2026 high conviction pick.
2. On 10 February, SK Inc announced annual DPS of 8,000 won for 2025, up 14% YoY. This represents a dividend yield of 2.4%. 
3. Our updated NAV valuation suggests target NAV per share of 465,286 won, which is 41% higher than current price.

Before it's here it's on Smartkarma: https://skr.ma/28fYV
More from Douglas Kim: https://skr.ma/z41HS
More in Equity Bottom-Up: https://skr.ma/EoA81

Видео An Update on SK Inc (2026 High Conviction Pick) канала Smartkarma