Samsung Life's SamE Stake Disposal - Facts & Calculations
The Korea FTC (the KFTC for short) is now 'officially' pushing Samsung Group for governance reform. It first ordered Samsung SDI to dispose all of...
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Will China NDRC Drive Memory Price Down in 2018 After a Likely Antitrust Investigation?
Summary NDRC might proceed an investigation: To protect domestic smartphone and PC/tablet vendors' profits and global competitiveness, we expect...
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Samsung Governance Reform - Why Local Institutions Turning Away from C&T?
It certainly seems that this is a very rare event. Honestly, I don't recall anything like this, that one of Korea's top regulation agencies...
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10 Million Units IPhone X Order Cut into Holiday Season
Our market checks suggest that over the past few weeks, Apple Inc (AAPL US) trimmed their CQ1 2018 iPhone X orders by ~10mm units to some...
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FTC Makes a Tough Revision to Order Samsung SDI to Sell Additional Stake of Samsung C&T
Kim Sang-Jo probably made the biggest move today since being appointed this year as the Head of the FTC by making a tough revision to order Samsung...
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