Local Market Observations on Timing Samsung Electronics 1P Discount Narrowing

441 Views04 Aug 2024 15:23
This post provides observations on the local market movements for timing the narrowing of Samsung Electronics' 1P discount.
What is covered in the Full Insight:
  • Overview of Samsung Electronics 1P Discount
  • Historical Context and Recent Trends
  • Factors Affecting 1P Discount
  • Local Market Predictions and Strategies
  • Timing and Catalysts for Narrowing the Discount
Boomeranged on Wed, 14 Aug 2024 13:28
Samsung Electronics and Hyundai Motor are expected to announce their value-up plans before the Korea Value-Up Index launches in mid-September. Local sources say authorities are pressuring them to join early, fearing the index might lose attention without their involvement. Now it seems pretty much set that they will make their value-up disclosures before mid-September. More details in DISCUSSION.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top 5%
Sanghyun Park
Korea / Special Sits, Pairs, Index Rebalancing
Clepsydra Capital
South KoreaEvent-DrivenEquity Bottom-Up
Price Chart(Sign Up to Access)
analytics-chart
x