Major Highlights of the 5G Spectrum Auction in Korea
The results of the 5G spectrum auction in Korea were announced after the market close today. The three major telcos in Korea agreed to pay a...
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Why Is the Moon Administration So Anti-Samsung?
It has been more than a year since Moon Jae-In has become the President of South Korea. Since this period, it has been becoming more apparent that...
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Zeus (079370 KS) "The Other Two Things to Keep an Eye On"
After company visit to Zeus Co Ltd (079370 KS), we feel the company offers three positives and three negatives, in our view.Positives: (1) Highly...
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FTC Head Pressures Chaebols to Sell Non-Core Businesses (Samsung SDS Getting Whacked) - Why?
Samsung SDS Co Ltd (018260 KS), the 22nd largest publicly listed company in Korea and the system integration (SI) unit of the Samsung Group, is...
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Trade Ideas on Samsung Electronics Quarterly Interim Dividends
SamE common-pref price ratio again fell below 80% today as common was up 0.50% while pref was down 1.61%. I have to admit that my long-short...
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