Hyundai Motor Co Prefs - Situational Assessment
It was reported that several HMC Group officials had met Elliott last week sometime between Apr 9 and 12. Elliott was said to have asked for more...
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All Roads Lead to Samsung C&T
The margin of safety in Samsung C&T Corp (028260 KS) has become a lot more attractive versus one or two years ago. In this report, we...
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Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
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Elliott Factor - Focus Is on Post Spin-Off Mobis Valuation
As of now (Apr 5), Hyundai Mobis Co Ltd (012330 KS) shares are trading at a 16.38% discount to the theoretical value per share suggested by the...
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Elliott Mgmt Goes "Activist" On the Hyundai Motor Group
It was announced early this morning (April 4th) that the hedge fund Elliott Mgmt Advisors has decided to go "activist" on the Hyundai Motor Group,...
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