The Passing of Samsung Lee Kun-Hee: Checking Immediate Issues
This post checks the immediate issues resulting from the passing of Lee Kun-hee: 1. inheritance tax calculations, 2. immediate-term market...
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Will Samsung Life Insurance Finally Be Forced to Sell Its Big Stake of Samsung Electronics?
In this insight, we discuss the increasing probability that Samsung Life Insurance may be finally forced to sell its 8.5% stake in Samsung...
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Saltlux IPO Valuation Analysis
In this insight, we provide a valuation analysis of Saltlux (SLTX KS). In addition, we provide additional fundamental details of the company,...
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Buy Samsung SDS
We believe this is a good time to scoop up shares of Samsung Sds (018260 KS) whose share price is down 30% YTD. Samsung SDS, the IT service...
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Time for Capital Structure Basket Arbitrage in Korea? Target Names in Basket to Short & Long
First, let me tell you this. The worst may not yet be to come. But it also seems right that we are currently in a highly rare situation as well....
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