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 SDI Ord's Price Gain on a Market Noise Last Friday: Two Pair Trades Worth Considering

Time to Short Samsung SDI on Inevitable ECO of Battery Unit or Massive Rights Offer

Samsung SDI (006400KS): Controversy on Battery Fire Impacting Reputation and Financial Performance

Samsung Inheritance Tax Event: Why Market Being Bearish on Samsung Electronics?

Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks

The Chaebol Dilemma - What's the Family Jewel(S)?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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

Event-Driven

<p>The talk of M&amp;A interest by Samsung Electronics has been making the rounds again and the question is how does <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> grow with the current leader locked up in jail? <a href="https://www.smartkarma.com/entities/samsung-sdi-co-ltd" target="_blank" data-smartkarma-citation="entities:503:1" rel="noopener">Samsung SDI (006400 KS)</a> seems to be central to where the Group goes.</p>

The talk of M&amp;A interest by Samsung Electronics has been making the rounds again and the question is how does Samsung Electronics (005930 KS) grow with the current leader locked up in jail? Samsung SDI (006400 KS) seems to be central to where the Group goes.

Samsung SDI

SDI's Future Tied to JY Lee?