1 deck published between 2018-04-23 and 2018-04-23 — 43 pages, 43 analysed slides total.
Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.
HMG's Mobis-Glovis spinoff is suboptimal; a true holding-company structure plus KRW 6tn buybacks, a 40-50% payout, and independent boards close peer discounts and deliver 15%+ upside.