Cheil Worldwide: Three Key Catalysts
The three key catalysts of Cheil Worldwide (030000 KS)Â include a) Samsung's Roll-Out of New 5G Smartphones; b) Tokyo Summer Olympics and National...
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Korea Preferred Shares - Liquidity Picks Up Amid Some Big Moves
Preferred shares in Korea have historically traded at a discount. At times the discount has been so wide that funds have been set up just to invest...
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Samsung to Gain from Apple’s Supply Chain Woes in China
Apple on Monday warned that it does not expect to meet its quarterly guidance issued on January 28th, 2019 as a result of the ongoing Coronavirus...
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Global Equity Strategy: Buy the Dips
Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...
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How Do We Play Samsung Dividend Arb Trade?
Samsung needs to meet the 50% target of the 3-yr rolling FCF. This year's projected FCF? It may be too early to tell, but the local street...
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