Korean Stubs Spotlight: A Pair Trade Between Samsung C&T and Samsung Electronics
In this report, we provide an analysis of our pair trade idea between Samsung C&T (028260 KS) and Samsung Electronics (005930 KS). Our...
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Samsung DRAM Export Restriction to Japan: Moon Admin & Samsung Cutting A Deal?
There is a very strange friendship being developed between the Moon administration and Samsung. One high ranking official of the Blue House named...
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Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
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Samsung Electronics (005930 KS): A Generalist's Guide
Tech wreck. DeFANGed. FANG flush. TATS turmoil. All of these headlines have at one point been seen from many a financial news outlet. While most...
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Korea Stock Market Monthly Recap #32 (January 2019)
Korean stock market surged in January with KOSPI up 8% this past month. KOSPI was led by the market leaders including Samsung Electronics (005930...
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