KB Financial – Bigger Is Not Always Better
* Weak First Quarter To Start Off Year: KB Financial Group (105560.KS/KB.US) [KB] reported 1Q20 results of KRW 729.5 bn, up KRW 194.8 bn or 36.4%...
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Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
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Cheil Worldwide: Three Key Catalysts
The three key catalysts of Cheil Worldwide (030000 KS) include a) Samsung's Roll-Out of New 5G Smartphones; b) Tokyo Summer Olympics and National...
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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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Samsung Life's SamE Stake Disposal - Facts & Calculations
The Korea FTC (the KFTC for short) is now 'officially' pushing Samsung Group for governance reform. It first ordered Samsung SDI to dispose all of...
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