Founder/CEO of ROK Advisory, ROK Advisory LLC

Ken S. Kim

24 yrs on sell side and buyside.  General investment perspective is that few companies are great allocators of capital

Founder/CEO of ROK Advisory

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ROK Advisory LLC

ROK is an independent research advisory firm. We guide you to minimize the information gap between foreign and local investors in Northeast Asia with a focus in Korea, Taiwan and Japan.

Independent Research Advisory Firm

Equity Bottom-Up

<ul>
<li>Can <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> repeat their stellar December performance from last 2 years? </li>
<li>Retailers need to try and avoid capital gains tax which helps <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a> </li>
<li>4Q earnings seem to indicate a better than expected (B-T-E) versus consensus</li>
</ul>


Can Samsung Electronics (005930 KS) repeat their stellar December performance from last 2 years? 
Retailers need to try and avoid capital gains tax which helps Samsung Electronics (005930 KS) 
4Q earnings seem to indicate a better than expected (B-T-E) versus consensus


Samsung Electronics

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