Samsung C&T Stub Trade: Holdco Discount Still at a Historic Low Despite BioLogics Misfortune
Samsung C&T (028260 KS) holdco discount is still at a historic low despite Samsung Biologics Co., (207940 KS)' recent misfortune....
401 Views
Buy SEMCO on Potential Year-End Window Dressing: Consider Shorting Murata For a Hedge
The recent shorting campaign on Samsung Electro Mechanics Co, Ltd. (009150 KS) hasn't really paid off yet as the price has stood firm. As...
345 Views
Smartkarma’s Week that Was in JP/KR: King Street Vs. Toshiba, Korea's Donki, and SKT Split
Below is the list of the Japan/Korea related posts put on the Smartkarma platform last week. It was a holiday week for both Japan and Korea. So, we...
366 Views
Last Week in Event SPACE: Toshiba, Takeda, Spring REIT, SK Holdings, IMAX, Samsung C&T
Last Week in Event SPACE ... King Streets' proposals for Toshiba Corp (6502 JP) are aggressive and overly optimistic. The 127-page document is...
523 Views
Stub Trade on Samsung C&T with BioLogics as a Sole Pair Partner
The last Samsung C&T (028260 KS) block deals ended last month on Sep 20. C&T is now free of circular shareholding links. That is, C&T...
471 Views