Short Samsung C&T? SamE Spinoff-Based C&T Holdco Conversion Is Still A Real Possibility
Should we short Samsung C&T Corp (028260 KS) now? This question is the same as "Will Samsung C&T never become Samsung's holdco?" Of course,...
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More Discussions on Impacts of Celltrion's KOSPI200 Inclusion
Celltrion Inc (068270 KS) said in a regulatory filing that it will have EGM at 10 AM on Aug 29 to decide whether it will move to KOSPI. Below is...
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Signs of Money Moving to Korean SMID Cap Stocks - Two High Conviction Stock Picks
In my previous insight NPS’ Passive Investing May Come to an End - Impact on Celltrion’s KOSPI Move, I explained why NPS' passive investing may...
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Cammsys ₩25bil BW Issuance Summary - Public Subscription Is Aug 7-8
Cammsys Corp (050110 KS) said in a regulatory filing on June 16 that it would sell ₩25bil (US$22 million) worth of debt with BWs. Its "tentative"...
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The Week That Was in NorthAsia@Smartkarma: Rights Offering, Kosmetics, Gaming & Samsung
As usual, we weren't short of interesting Japan/Korea stories last week. Hyundai Heavy Group issued a massive right offering, and also Toshiba-WD...
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