We Are Number Two, So We Try Harder
If you are from the US, you may remember the famous ad slogan by Avis rental car company, "We are number two, so we try harder." In the social...
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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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