Added to YB: 2026-07-30
Pitch date: 2026-07-27
402340.KS [bullish]
SK Square Co., Ltd.
-15.59%
current return
Author Info
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Company Info
SK Square Co., Ltd. invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.
Market Cap
KRW 121.8T
Pitch Price
KRW 1.0M
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.16
P/E
7.86
EV/Sales
7.09
Sector
Industrial Conglomerates
Category
value
Should You Buy SK Square?
402340.KS: Korean holdco = leveraged SK Hynix play (98% of NAV) at historic 55-68% NAV discount vs 22% tax-liquidation floor. Aggressive buybacks (KRW750B since 2023, 6.7% shares retired) under new mgmt post-2024. Catalysts: IBKR retail access (stock +100% May-Jun), AI dividend windfall, Value-up program, institutional backdoor to HBM. Free optionality on Tmap/11st. Risks: Korea discount, chaebol governance, FX, geopolitics.
Read full article (9 min)