Macro & Asian equity Technical Strategies, BBSP Asia

Federico D'Inca

Macro & Asian equity Technical Strategies

BBSP Asia

Technical Analysis

Samsung Electro Mechanics Co, Ltd. / Technical Analysis

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/027/779/original/009150%20KS%20Samsung%20Electro%20Mechanics.JPG?1497319000" class="editor-image img-responsive" data-smartkarma-image-id="27779"></figure>KEY LEVELS At risk zone below 87000 (A=C projection) 78000 is key bearish reversal confirmation level.Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us. Equity Asia: + (65) 6735 3040 or <a href="mailto:asia@bbsp.sg" target="_blank">asia@bbsp.sg</a>Access to this document is restricted to the use of the intended recipient designated by BBSP and may not be shared with others. Any unauthorised use, dissemination, distribution or copying of this document, in whole or in part, is strictly…

KEY LEVELS At risk zone below 87000 (A=C projection) 78000 is key bearish reversal confirmation level.Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us.  Equity Asia: + (65) 6735 3040 or asia@bbsp.sgAccess to this document is restricted to the use of the intended recipient designated by BBSP and may not be shared with others. Any unauthorised use, dissemination, distribution or copying of this document, in whole or in part, is strictly…

009150 KS (Samsung Electro Mechanics) At Key Potential Reversal Level

Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Equity Capital Markets

Philoptics Co Ltd. / Equity Capital Markets

In this Part 2 insight of <a href="https://www.smartkarma.com/entities/24114" target="_blank" data-smartkarma-citation="entities:24114:1">Philoptics Co. Ltd. (161580 KS)</a> IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4 OLED fab line construction) and bookbuilding results along with its business strengths.

In this Part 2 insight of Philoptics Co. Ltd. (161580 KS) IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4 OLED fab line construction) and bookbuilding results along with its business strengths.

Philoptics IPO Part 2 - Bookbuilding Results & Sunnier Sales Guidance

Event-Driven

Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are hotly being talked and noodled and speculated. Of the scenarios being noodled, I'd like to discuss the one that I find most convincing. Please be advised that the one that I will discuss right here hasn't been really substantiated. There has been no official confirmation from Samsung. So, I can only provide circumstantial evidences. Furthermore, it'd still be difficult to predict what kind of impact this particular scenario would have on price movements of each Samsung affiliate. So, I don't intend to go that far (price prediction) in this insight. I just intend to introduce what is being mainly discussed and talked among local investors in Korea in relation to Samsung restructuring.

Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are hotly being talked and noodled and speculated. Of the scenarios being noodled, I'd like to discuss the one that I find most convincing. Please be advised that the one that I will discuss right here hasn't been really substantiated. There has been no official confirmation from Samsung. So, I can only provide circumstantial evidences. Furthermore, it'd still be difficult to predict what kind of impact this particular scenario would have on price movements of each Samsung affiliate. So, I don't intend to go that far (price prediction) in this insight. I just intend to introduce what is being mainly discussed and talked among local investors in Korea in relation to Samsung restructuring.

Samsung Restructuring Update - Newly Emerging Scenario & Regulatory Pushes

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

<ul>
<li>For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets. This service is now being widely used by risk managers, fundamental investors and quant funds.</li>
<li>Our proprietary Corporate Governance (CG) scoring system now covers over 1,725 stocks including over 200 in Korea.</li>
<li>RRG CG scores have a proven ability to highlight the risk of frauds and misstatements by EM companies and a track record of adding alpha. Over the past 5…</li>
</ul>


For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets. This service is now being widely used by risk managers, fundamental investors and quant funds.
Our proprietary Corporate Governance (CG) scoring system now covers over 1,725 stocks including over 200 in Korea.
RRG CG scores have a proven ability to highlight the risk of frauds and misstatements by EM companies and a track record of adding alpha. Over the past 5…


Corporate Governance Issues in Some of the Most Widely Held Korean Corporates

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

ASM Pacific Technology / Equity Capital Markets

<a href="https://www.smartkarma.com/entities/21096" target="_blank" data-smartkarma-citation="entities:21096:1">ASM International NV (ASM NA)</a> is selling US$270m of <a href="https://www.smartkarma.com/entities/15061" target="_blank" data-smartkarma-citation="entities:15061:1">Asm Pacific Technology (522 HK)</a> shares after market close today. This represents 5% of ASMPT's outstanding shares and 12.5% of shares held by ASM. In this insight, we will first have a review of its recent financial performance and follow by looking at metrics relating to the placement. The deals scores slightly negative in our Smartkarma ECM Framework. Our conclusion can be found at the end of this insight. <h2>Placement Specifics</h2><ul><li>Company Name: ASM…</li></ul>

ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's outstanding shares and 12.5% of shares held by ASM. In this insight, we will first have a review of its recent financial performance and follow by looking at metrics relating to the placement. The deals scores slightly negative in our Smartkarma ECM Framework. Our conclusion can be found at the end of this insight. Placement SpecificsCompany Name: ASM…

ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?

South Korea

Samsung Electro-Mechanics Co., Ltd. manufactures a variety of electronic components used in computers, audio and video products, industrial electronics, and telecommunication equipment. The Company's products include multi-layer boards and capacitors, optical Pick Ups, deflection yokes (DY), keyboards, speakers, and light emitting diode (LED) products.

Samsung Electro Mechanics Co, Ltd. (009150 KS)

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Samsung Electro Mechanics Co, Ltd. (009150 KS)

009150 KS (Samsung Electro Mechanics) At Key Potential Reversal Level

KEY LEVELSAt risk zone below 87000 (A=C projection) 78000 is key bearish reversal confirmation level.Should you have any questions and wish to...

BBSP Asia

Philoptics IPO Part 2 - Bookbuilding Results & Sunnier Sales Guidance

In this Part 2 insight of Philoptics Co. Ltd. (161580 KS) IPO, I summarized the company's new sales guidance (based on Samsung Display's new A4...

Sanghyun Park

Samsung Restructuring Update - Newly Emerging Scenario & Regulatory Pushes

Samsung restructuring debate doesn't really seem to have ended. Among Korea's local investors, this just continues to be one of the topics that are...

Sanghyun Park

Corporate Governance Issues in Some of the Most Widely Held Korean Corporates

For the past 7 years Riedel Research has been issuing company-specific Corporate Governance scores on companies in the Emerging Markets. This...

David Riedel

ASMPT Placement: Parentco Selling After Four Years, Optimism Priced-In?

ASM International NV (ASM NA) is selling US$270m of Asm Pacific Technology (522 HK) shares after market close today. This represents 5% of ASMPT's...

Ke Yan, CFA, FRM

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)