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Potential Sale of a Controlling Stake in SK Siltron to Hahn & Co

Potential Sale of a Controlling Stake in SK Siltron to Hahn & Co

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Douglas Kim
Apr 08, 2025
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Douglas Research Insights
Douglas Research Insights
Potential Sale of a Controlling Stake in SK Siltron to Hahn & Co
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  • 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.

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