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What smart money is saying about SK SquareSouth Korea flag

402340.KS · Technology · Semiconductors · Market cap $117.18B

2 funds in our archive have pitched SK Square — most recently ClearBridge Investments Emerging Markets Strategy in June 2026.

Company profile

SK Square Co., Ltd., a South Korean entity, serves as an investment vehicle concentrating on semiconductor and information and communication technologies. The company is actively involved in the production and distribution of both memory and system semiconductors. Beyond hardware, its expansive portfolio encompasses a lifecare platform, designed to enhance quality of life through cyber and physical security, security convergence, and comprehensive safety and care solutions. In the digital realm, SK Square operates online retail portals; offers the T map mobile navigation service alongside T map taxi and designated driver platforms; delivers N-screen content; provides marketing platforms and business intelligence tools; and supports music streaming and video advertising. Its content distribution arm handles gaming and mobile applications, narrative content, and various music and digital media. Further technological offerings include audio players, AI-powered speakers, media representation services, and network infrastructure platforms, alongside specialized rapid analysis of minimal quantity samples. For businesses, the company extends its expertise to logistics Business Process Outsourcing (BPO), comprehensive office space management and shared office solutions, and cutting-edge cryptocurrency services. The firm maintains its headquarters in Seoul, South Korea.

Fund coverage · 2 theses

  • ClearBridge Investments Emerging Markets Strategy
    June 2026

    SK Square is attractive because most of its NAV is SK Hynix and the holding company discount could narrow meaningfully by 2028.

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  • Third Point
    December 2025

    SK Square Co., Ltd. is a Korean tech holding company trading at a large NAV discount with catalysts from buybacks, governance reforms, and the value and ADR listing of its main asset SK Hynix.

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