Samsung Electronics' Surprising 1Q16 Results: Interpretation on Positive Factors
Yesterday, an unnamed industry official with knowledge of Samsung related matter leaked the information of Samsung Electronics 1Q16 results to...
206 Views
Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
175 Views
Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?
The past week has seen suggestions Hon Hai would pay between 100-200bn yen less for Sharp than initially envisaged with the 200bn number having...
230 Views
What Is Dragging Samsung SDS Price Down? How to Respond to This?
Korea’s left-wing newspaper Hankyoreh reported an interesting (somewhat quite provoking) story about a possible merger between SDS and Samsung...
200 Views
Several Rumors Related to Samsung Restructuring: How Should We Interpret Them?
Several rumors have spread last week in relation to Samsung restructuring. Following are some of them that are worth noting.1. Is Samsung C&T...
215 Views