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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Sharp & Hon Hai: Promise Rings Exchanged
Sharp and Hon Hai Precision today finally had their board meetings to respectively approve the deal which has been so fraught with potential...
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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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Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?
The past week has seen suggestions Hon Hai would pay between 100-200bn yen less for Sharp than initially envisaged with the 200bn number having...
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