Asian Banks – Risks Remain Plentiful
It is still difficult to digest the optimism in some commentary regarding true underlying financial health. Adding to the regime of onerous banking...
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Samsung Electronics (005930): Three Points to Consider from Sale of Samsung Card Shares
1. Why 37.5 percent? Why not taking only 3.0 percent?This does not necessarily mean that this move is the step towards creating a financial...
231 Views
Samsung Electronics (005930): Totally New View on Samsung's Electric Vehicle Business
I guess everyone knows well about the reason why Samsung Electronics just continues to buy back shares. Yes, the reason is very obvious. It is...
254 Views
A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
1.3k Views
C&T/Cheil: Proposed Inconsistencies & Magical Arithmetic
On June 30, Samsung C&T sent a letter to shareholders. That letter talked about the "significant business challenges and industry headwinds."...
546 Views