Samsung's Lee Meets the Heads of Korea's Major Financial Groups: Implications and Future Scenario
Several Korean newspapers reported yesterday that Samsung’s Jae-yong Lee is scheduled to have a private meeting with CEO of Hana Financial Group...
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Interesting Development for Samsung Restructuring: Opposition Party Is Now Samsung's Best Supporter?
Does Samsung still need an amendment to the South Korean holding company law? (Currently, the South Korean holding company law bans any industrial...
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Hon Hai's Sharp Acquisition Triggering OLED Panel Competition - Why Buy Duk San Neolux Now?
Hon Hai finally acquired Sharp. Interestingly, some local industrial sources are saying that the real reason behind this acquisition is to obtain...
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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...
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Not Late to Buy NCsoft for Long Term Investment
Finally, NCsoft (036570) starts generating meaningful amount of profits from the mobile gaming segment. Its mobile version of “Blade & Soul”...
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