Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Event-Driven

Since Cheil Industries (028260 KS) and Samsung C&amp;T (000830 KS) announced their merger in an effort to increase Lee family control of Samsung Electronics shares (and shares in other group companies) on a post-inheritance-tax pro-forma basis, the Smartkarma universe has been regularly updating readers regarding the situation.A RECAP:  <a href="http://www.smartkarma.com/insight_providers/5" target="_blank">Arzish</a> started things off with <a href="http://www.smartkarma.com/insights/samsung-c-t-too-big-to-cheil" target="_blank">Samsung C&amp;T: Too Big to Cheil</a> just after deal announcement. After Elliot announced its increased position, I followed up with <a href="http://www.smartkarma.com/insights/samsung-c-t-completely-the-wrong-price-trillions-being-left-on-the-table" target="_blank">"Completely the Wrong Price: Trillions being left on the table"</a> then a <a href="http://www.smartkarma.com/insights/samsung-c-t-quicknote-30-40-foreign-institutional-investors-ask-for-fairer-swap-rate" target="_blank">QuickNote</a> suggesting Dutch national pension manager APG was leading a group of foreign shareholders to ask C&amp;T for a better merger ratio, and a <a href="http://www.smartkarma.com/insights/samsung-c-t-quicknote-volume-patterns-and-ownership-changes-since-deal-announcement" target="_blank">piece</a> on volume changes and ownership since the deal was announced. <a href="http://www.smartkarma.com/insight_providers/16" target="_blank">Crispin Francis</a> added a <a href="http://www.smartkarma.com/insights/shareholder-activism-around-samsung-c-t-legal-limitations" target="_blank">piece</a> on the legal limits of shareholder activism. Another <a href="http://www.smartkarma.com/insights/helmets-on-c-t-sells-treasury-shares-to-pensions-increase-stake" target="_blank">piece</a> was added when C&amp;T announced it had sold its Treasury Shares to KCC Corp (a large shareholder of Cheil Industries and a friendly party) and Crispin followed up with a <a href="http://www.smartkarma.com/insights/treasury-shares-differences-and-similarities-to-precedent-cases" target="_blank">piece</a> on legal precedents to injunctions filed against treasury share sales in proxy battle situations with a 'hostile' party. The discussion section of several pieces have been of additional interest I think. THIS NOTE adds a table - as comprehensive as possible - of cross holdings among Lee family members, the Samsung foundations, and major Samsung group companies (listed and unlisted). It can be used to estimate where the potential interest lies in future mergers in order to obtain greater family control.More below the fold.

Since Cheil Industries (028260 KS) and Samsung C&amp;T (000830 KS) announced their merger in an effort to increase Lee family control of Samsung Electronics shares (and shares in other group companies) on a post-inheritance-tax pro-forma basis, the Smartkarma universe has been regularly updating readers regarding the situation.A RECAP:  Arzish started things off with Samsung C&amp;T: Too Big to Cheil just after deal announcement. After Elliot announced its increased position, I followed up with "Completely the Wrong Price: Trillions being left on the table" then a QuickNote suggesting Dutch national pension manager APG was leading a group of foreign shareholders to ask C&amp;T for a better merger ratio, and a piece on volume changes and ownership since the deal was announced. Crispin Francis added a piece on the legal limits of shareholder activism. Another piece was added when C&amp;T announced it had sold its Treasury Shares to KCC Corp (a large shareholder of Cheil Industries and a friendly party) and Crispin followed up with a piece on legal precedents to injunctions filed against treasury share sales in proxy battle situations with a 'hostile' party. The discussion section of several pieces have been of additional interest I think. THIS NOTE adds a table - as comprehensive as possible - of cross holdings among Lee family members, the Samsung foundations, and major Samsung group companies (listed and unlisted). It can be used to estimate where the potential interest lies in future mergers in order to obtain greater family control.More below the fold.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Thematic (Sector/Industry)

<ul>
<li>In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined. </li>
<li>
"Rich Men North of Richmond" is a song about the excessive control of the government and the pressures of life. </li>
<li>I discuss the intricacies of how these three stories are intertwined and how the certain sectors of the stock market could be impacted from the potential changes in government policies.</li>
</ul>


In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined. 

"Rich Men North of Richmond" is a song about the excessive control of the government and the pressures of life. 
I discuss the intricacies of how these three stories are intertwined and how the certain sectors of the stock market could be impacted from the potential changes in government policies.


Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants

South Korea

Hotel Shilla Co.,Ltd operates and manages hotels in Seoul and Jeju. The Company also operates duty free shops, bakeries, restaurants, and catering and laundry service businesses.

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Hotel Shilla (008770 KS)

SAMSUNG GROUP: Who Holds What?

Since Cheil Industries (028260 KS) and Samsung C&T (000830 KS) announced their merger in an effort to increase Lee family control of Samsung...

Travis Lundy

Rich Men North of Richmond, Return of Mask Mandates, and New COVID Variants

In this insight, I discuss how the song Rich Men North of Richmond, return of mask mandates, and new COVID variant are all intertwined.

Douglas Kim

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