Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

I investigate special situations, pairs, and index rebalancing trades in Korea.

Korea / Special Sits, Pairs, Index Rebalancing

Samsung's Price Fall Today May Be Due to Another Defect Found in New Note 7?

Samsung Note 7 Incident Impact Reassessment

Note 7 Battery Replacement Impact Assessment: May Be A Good Thing for Samsung Group

Event-Driven

<p>Samsung Electronics said yesterday (Sep 28) that it has completed ₩11.3tril (US$10bil) share buyback program that was launched in October last year. Samsung has actually completed the last and fourth installment much earlier than initially scheduled. So from now on, we have a real game on Samsung's share price. Without Samsung's share buyback factor for supporting the share price, it really comes down to Samsung's financial performance in the next two quarters for the short-term share price…</p>

Samsung Electronics said yesterday (Sep 28) that it has completed ₩11.3tril (US$10bil) share buyback program that was launched in October last year. Samsung has actually completed the last and fourth installment much earlier than initially scheduled. So from now on, we have a real game on Samsung's share price. Without Samsung's share buyback factor for supporting the share price, it really comes down to Samsung's financial performance in the next two quarters for the short-term share price…

Financial Impact Assessment Update of Samsung Note 7 Incident