Hyundai Motor Restructuring: Make a Proactive Move on Share Class Pair Trade
Elliott made another move on the HMG restructuring. This implies that the HMG's revised restructuring plan will be announced pretty soon. This...
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Hyundai Motor Group Restructuring Update - Revised Plan Summary
We had another interesting day yesterday. Samsung made a headline with its jaw-dropping investment size (a total ₩180tril). Samsung Biologics Co.,...
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Korean Conglomerates Likely to Embark on Ownership Restructuring - Some Thoughts on the Scenarios
I mentioned in the previous insight that the ruling party’s landslide victory would likely accelerate Moon’s legislative drive toward chaebol...
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FTC Head Pressures Chaebols to Sell Non-Core Businesses (Samsung SDS Getting Whacked) - Why?
Samsung SDS Co Ltd (018260 KS), the 22nd largest publicly listed company in Korea and the system integration (SI) unit of the Samsung Group, is...
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The Week That Was In North Asia@Smartkarma: A Week of Cancellations & Baby Come Back
This past week was one of cancellations, highlighted by Trump cancelling his meeting with Kim Jong-Un and the Hyundai Motor Group cancelling the...
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