[Market Focus] Active Shareholder Returns... SK Square Rises Over 6%

by Kim Daehyun

Published 25 Aug.2025 09:34(KST)

SK Square's stock price is showing strength, drawing attention due to the rising value of its subsidiaries and its active shareholder return initiatives.

[Market Focus] Active Shareholder Returns... SK Square Rises Over 6%

As of 9:30 a.m. on August 25, SK Square was trading at 143,500 won, up 8,300 won (6.14%) from the previous trading day.

On this day, NH Investment & Securities maintained its "Buy" rating on SK Square and raised its target price from 120,000 won to 165,000 won.

Jae-Min Ahn, a researcher at NH Investment & Securities, pointed out, "SK Square's stock price has risen along with the share price of SK Hynix, which accounts for the largest portion of its NAV (Net Asset Value)."

He explained, "Recently, there was a short-term adjustment in the stock price due to OpenAI CEO Sam Altman's mention of an AI bubble, the possibility of Samsung Electronics entering the high-bandwidth memory (HBM) market, and concerns over an oversupply of HBM after this year. However, investment in AI-related sectors will not end in the short term, and SK Square's competitiveness and technological edge in HBM are expected to continue for the time being."

He especially highlighted the company's active shareholder return efforts, such as share buybacks. Ahn added, "In addition to the corporate value enhancement plan announced last November, SK Square carried out a 200 billion won share buyback and cancellation. This year, the company is in the process of buying back 100 billion won worth of shares by next month. Such active shareholder return policies are expected to serve as another investment point."