Douglas Research Insights

Douglas Research Insights

Share this post

Douglas Research Insights
Douglas Research Insights
Details of MBK's Four Major Concerns on Management of Korea Zinc

Details of MBK's Four Major Concerns on Management of Korea Zinc

Douglas Kim's avatar
Douglas Kim
Sep 20, 2024
∙ Paid

Share this post

Douglas Research Insights
Douglas Research Insights
Details of MBK's Four Major Concerns on Management of Korea Zinc
2
Share
  • In this insight, we discuss in detail MBK's four major concerns on the management of Korea Zinc.

  • We believe that MBK has legitimate concerns on especially the three factors including poor investments, deteriorating profitability, and increase in equity capital/disposal of treasury shares.

  • If and when the 2 trillion won+ is raised, then it could lead to another tender offer and the four concerns highlighted in this insight become much more important.

Keep reading with a 7-day free trial

Subscribe to Douglas Research Insights to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Douglas Kim
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share