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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What Elliott Is Really After? Samsung Embarrassed, But No Reason to Refuse Proposal
Elliott people are amazingly smart. Elliott people have learned what they could do and couldn't do from the C&T merger. They always need to act...
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Elliott's Proposal to Samsung: Things We Should Know
Samsung does not seem to be bothered by Elliott's proposal. Officially, Samsung said that it would carefully examine the proposal of Elliott...
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