Internet of Things Will Change the World (Part 7) - 2016 IoT Exhibition & Conference in Seoul
We attended the 2016 IoT Exhibition & International Conference (Seoul) yesterday, which is the largest one for the IoT sector in Korea. We...
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Possible Explanations For Samsung's Big Bath in 3Q16 for Note 7 Mess - Still Maintain Positive View
Samsung was initially believed to have reflected about ₩1tril for Note 7 damage in its first interim 3Q16 OP guidance of ₩7.8tril. After Samsung...
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Why Should We Buy Samsung? Note 7 Impact on OP Margins & Restructuring
Following is my rough calculation on Note 7 financial impact.Samsung has so far produced about 4.3 million units of Note 7. Of these 4.3 million...
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Important Regulatory Changes for IPOs on the KOSDAQ Exchange
There are some important regulatory changes that are coming to the IPOs market for companies listing on the KOSDAQ exchange in Korea. Although the...
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Detailed Scenario of Elliott's Samsung Modernization Plan Part 1 - Holdco Creation
Now we need to examine how realizable Elliott's proposal is. Clearly, Elliott's proposal to split SEC and create Holdco (with C&T) is not...
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