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

Samsung Electronics Yearend Special Dividend Projections

Samsung Electronics: Local Market's Bet on a Buyback

Local Pensions' Spot/Futures Arb on Samsung Electronics & 1P Discount Distortion

The Blockchain Delusion. A (Mostly) Bearish Investment Thesis.

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

Samsung Electronics Pref Shares / Equity Bottom-Up

Samsung Electronics Pref Shares (005935 KS)

<ul>
<li>With JY Lee pardoned this past Monday, there is a lot of speculation about the speed of restructuring</li>
<li>A lot will depend on what happens with whether Samsung Life will be forced to sell its shares in Samsung Electronics</li>
<li>What should be done for the best of the family and shareholders is to buyout the pref shares</li>
</ul>


With JY Lee pardoned this past Monday, there is a lot of speculation about the speed of restructuring
A lot will depend on what happens with whether Samsung Life will be forced to sell its shares in Samsung Electronics
What should be done for the best of the family and shareholders is to buyout the pref shares


Samsung Electronics Pref Shares

JY Lee Pardoned; What Should He Do Next?