‘Peak Smartphone’ Thesis Goes Mainstream, as EM Disappoints Bulls…
TSMC’s weak guidance last week and Q2 shipment downgrades for Apple reflect the ‘peak smartphone’ underweight stance on the Asian supply chain...
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Samsung Electronics Stock Split Event - Trade Idea Using VKOSPI Futures
Apr 30, May 2 and May 3 are the three days during which Samsung Electronics Co Ltd (005930 KS) shares will be suspended for trade due to the stock...
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Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
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Samsung SDS = Spearheading the Blockchain Revolution + Alpha From Samsung Restructuring
In this report, we provide the major investment merits of Samsung SDS Co Ltd (018260 KS). We have a positive view of Samsung SDS and we are...
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The Controversy Surrounding Kim Ki-Sik (Head of FSS) & The Restructuring of the Samsung Group
A most important component of the restructuring of the Samsung Group is what to do with Samsung Life Insurance Co., Ltd (032830 KS)'s stakes in...
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