[Featured Stock] 'Value-Up Model Student' SK Square Rises 5%

SK Square Rated Most Exemplary in Value-Up Among Holding Companies
Aiming for NAV Discount Rate Below 50% to Increase Shareholder Value
Targeting PBR of 1x by 2027... Rising Expectations for Stock Price Increase

SK Square is showing strong performance. As its shareholder return policy continues to be praised as exemplary, the stock price appears to be influenced accordingly.

As of 10:08 AM on the 5th, SK Square is trading at 79,000 won, up 5.19% (3,900 won) compared to the previous trading day. It is approaching the 80,000 won mark, which it has not reached even once this month.

Last month, SK Square announced its 'Value-Up' plan. The goals include ▲reducing the net asset value (NAV) discount rate to below 50% by 2027 ▲achieving a return on equity (ROE) exceeding the cost of equity (COE) from 2025 to 2027 ▲attaining a price-to-book ratio (PBR) of 1 or higher by 2027. Additionally, the company plans to implement a shareholder return program involving the repurchase and cancellation of treasury shares worth 200 billion won.

Namwoo Lee, chairman of the Governance Forum, stated, “SK Square’s capital allocation policy, which considers the NAV discount rate and links it to KPIs and executive compensation, aligns with global standards,” adding, “It is the most exemplary among domestic holding companies due to its shareholder-friendly approach.” The securities industry also views SK Square’s actions positively. Eunjeong Shin, a researcher at DB Financial Investment, forecasted, “Entering the 50% range of NAV discount rate, improvement in subsidiary profits, and new investments in semiconductor AI sectors will further enhance corporate value.”

This content was produced with the assistance of AI translation services.