Apple Remains One of Our Best Ideas in Tech as Innovation Lives On; Maintaining $140 Fair Value
We like what we saw out of Apple’s jam-packed product announcement event on Sept. 9, as the company continues to push the envelope on hardware,...
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Samsung Electronics Second Quarter: Weak Smartphones but Strong Semis; FVE to KRW 1.4 million
Samsung Electronics reported second-quarter 2015 revenue down 8% year on year, along with operating profit down 4% year on year, in line with the...
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C&T/Cheil: Proposed Inconsistencies & Magical Arithmetic
On June 30, Samsung C&T sent a letter to shareholders. That letter talked about the "significant business challenges and industry headwinds."...
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C&T/Cheil: Proxy Advisors Lambaste "Profoundly Unattractive" Deal
Proxy advisors Glass Lewis and Institutional Shareholder Services - the two largest global proxy advisors - have come out against the proposed...
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C&T/Cheil: A Big Day Tomorrow, But.... Did Cheil Put Their Foot In It?
Since the merger between Samsung C&T and Cheil Industries was announced a month ago, the mantra from the two companies has been that C&T...
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