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

Silergy (6415.TT): In 2022, the Company Should Aim at Growing Above 30%.

Silergy (6415.TT): Earnings Conference for 4Q21- The Demand Is Strong for 2022~23.

Is Samsung in Trouble or Just in Another Downcycle?

Novatek (3034.TT): A Good Year Ahead, and Likely to Expand to SMIC for Wafer Foundry

Will Samsung Get EV Envy from LG Energy Solution Listing?

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

Equity Bottom-Up

<ul>
<li>
<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> goal to be the #1 semi player in the world in danger</li>
<li>An internal business audit being performed which is an indication of what to do with strategy</li>
<li>
<a href="https://www.smartkarma.com/entities/taiwan-semiconductor-manufacturing-company" target="_blank" data-smartkarma-citation="entities:11230:1" rel="noopener">TSMC (2330 TT)</a> has always been the benchmark; does the focus change ?</li>
</ul>



Samsung Electronics (005930 KS) goal to be the #1 semi player in the world in danger
An internal business audit being performed which is an indication of what to do with strategy

TSMC (2330 TT) has always been the benchmark; does the focus change ?


The Conundrum for Samsung - What to Do Foundry?