Subjective Assessment of Current Situation Surrounding Samsung Restructuring
This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many...
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One Simple Rule to Beat the Market in Korea - SAMSUNG
In this report, we provide one simple rule to beat the market in Korea, which is to stick with the Samsung Group.We want to state the...
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Korea Shorts - October Recap
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 1...
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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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