Softbank's Long ARM into the Internet of Things.
We have noted previously that Softbank was raising a lot of money from asset sales. Most recently Travis Lundy commented on the sale of Supercell...
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Update on SDS Equity Spinoff and Ownership Stake in SEC
It is now official that Samsung SDS will keep BPO and ITS as separate entities. That is, Samsung SDS has no plan to sell BPO to Samsung C&T.*...
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Key Factors of Samsung Heavy's KRW1tril Capital Increase
Samsung Heavy is expected to raise its capital by KRW1tril (at least).* Last month (June), Samsung Heavy’s board voted to hold an ad hoc...
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Samsung Electronics' USD450M Investment in BYD: Implications and Questions
Samsung Electronics announced its investment in BYD."Samsung Electronics reached an agreement to directly invest in BYD, which means that we...
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Estimated Breakdown of SEC's 2Q16 OP: One Concern and Price Impact
Following is the estimated breakdown of SEC's 2Q16 OP (KRW8.1tril +17.4% YoY, +21.3% QoQ / +7.9% higher than market consensus KRW7.5tril):1. IM:...
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