Last Week in Event SPACE: Samsung, Hyundai, Sirtex, BWX, Genting
Last Week in Event SPACE ... How the Lee family may reshuffle various interests in Samsung Electronics Co Ltd (005930 KS) A win for minorities as...
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Some Thoughts on Samsung's Holding Company Conversion Scenario (Part 4 of 4)
In April 2017, Samsung announced it would not create a Holdco structure. This could be for two reasons – (1) Samsung Electronics might be...
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Micron's Views Vs. Semiconductor History
Micron's projections for an increased memory share of total semiconductor revenues need to be reviewed in the light of history, which shows that...
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Samsung Electronics Is Getting More Shareholder-Friendly (Part 3 of 4)
To sum up the previous insights, Samsung Life and Samsung Fire will need to sell off some of their Samsung Electronics shares. Samsung C&T and...
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How Many Samsung Electronics Shares Should Samsung C&T Buy? Can They Afford It? (Part 2 of 4)
In the previous insight, I noted that the required disposal of SamE shares by Samsung Life will be set based on the guidelines on Comprehensive...
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