Compounding discounts on the memory supercycle
Why issuing debt instead of selling SK hynix shares to buy your own stock? I guess issuing debt has market risk. Selling shares is plain arbitrage.
2x reasons (keep in mind this was written in Feb)
Bullish view on the underlying (SK Hynix)
From a regulatory perspective in Korea direct HoldCos cannot dip below the 20% shareholding threshold
Ok, thanks for the insight. Its mainly regulatory then.
+ tax
Why issuing debt instead of selling SK hynix shares to buy your own stock? I guess issuing debt has market risk. Selling shares is plain arbitrage.
2x reasons (keep in mind this was written in Feb)
Bullish view on the underlying (SK Hynix)
From a regulatory perspective in Korea direct HoldCos cannot dip below the 20% shareholding threshold
Ok, thanks for the insight. Its mainly regulatory then.
+ tax