In today’s briefing:
- Lee Seo-Hyun’s Unexpected Return: Implications for Samsung’s Conglomerate Dynamics
- End of Mandatory Lock-Up Periods for 46 Companies in Korea in April 2024
Lee Seo-Hyun’s Unexpected Return: Implications for Samsung’s Conglomerate Dynamics
- Today, Lee Seo-hyun returned as the top executive at Samsung C&T, which officially announced her as the head of its Strategic Planning Division.
- Her return to Samsung C&T might not just be a simple comeback – it could be seen as a setup for some big changes within the company.
- Considering Samsung C&T’s Value-up Momentum, aligning with Lee Seo-hyun’s return, we must position for potential price impact, focusing on portfolio streamlining.
End of Mandatory Lock-Up Periods for 46 Companies in Korea in April 2024
- We discuss the end of the mandatory lock-up periods for 46 stocks in Korea in April 2024, among which 6 are in KOSPI and 40 are in KOSDAQ.
- These 46 stocks on average could be subject to further selling pressures in April and could underperform relative to the market.
- The top three market cap stocks including those of which at least 1% of outstanding shares could be sold in April include APR, Angel Robotics, and Samhyun.