Korean Construction Stocks - Household Debt Is the Achilles Heel
This is a follow-up to the warning on the Korean construction stocks which we issued more than a month ago. Warning on Korean Construction Stocks:...
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Samsung Still Keeps an Eye on Korea's Medicare Privatization for Samsung Life and SDS
Proper understanding of SDS DilemmaFirst and Foremost, what we have to remind ourselves is this very important fact: Vice Chairman Lee and his two...
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Samsung's Lee Meets the Heads of Korea's Major Financial Groups: Implications and Future Scenario
Several Korean newspapers reported yesterday that Samsung’s Jae-yong Lee is scheduled to have a private meeting with CEO of Hana Financial Group...
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Interesting Development for Samsung Restructuring: Opposition Party Is Now Samsung's Best Supporter?
Does Samsung still need an amendment to the South Korean holding company law? (Currently, the South Korean holding company law bans any industrial...
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Several Rumors Related to Samsung Restructuring: How Should We Interpret Them?
Several rumors have spread last week in relation to Samsung restructuring. Following are some of them that are worth noting.1. Is Samsung C&T...
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