All Roads Lead to Samsung C&T
The margin of safety in Samsung C&T Corp (028260 KS) has become a lot more attractive versus one or two years ago. In this report, we...
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Elliott Factor - Focus Is on Post Spin-Off Mobis Valuation
As of now (Apr 5), Hyundai Mobis Co Ltd (012330 KS) shares are trading at a 16.38% discount to the theoretical value per share suggested by the...
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Attractive EM Charts
Emerging markets remain leadership. While many of the world's developed markets in correction or consolidation mode, EM markets continue to remain...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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Hyundai Mobis: A Few Thoughts on PWC's Valuation of the Spinoff Entity - W606,472?...or W78,543?
We took a close look at PWC's DCF-based valuation on the Spin off entity. While we can make a number of comments on the pro-forma, the purpose of...
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