中文翻译
我不喜欢 SK Square。控股公司之所以会折价 NAV，是有原因的，因为没有什么好办法去逼它们把资产做套利。 这也正是 Grayscale 那类持仓和其他控股公司经常被折价的原因。
· 个股论点
不看好控股公司相对 NAV 的定价
涉及标的： $SK Square
英文原文
Not a fan of SK Square. Holding companies trade under NAV for a reason since there's no good way to force an arbitrage on their assets. That's exactly why Grayscale holdings and others were traded under NAV of their crypto assets in the past. Better to just long Sk Hynix itself.