JY Lee & The Ides of March.....and What It Means for You
The impact of the JY Lee jail sentencing and what it means for Samsung Electronics, Samsung C&T and its affiliates down the line.
478 Views
Last Week in Event SPACE: OFAC's Longer List, TOPIX Free Float, PCCW, Jardines, Toa, Guoco, Sansan
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
537 Views
Samsung C&T: Valuation Sensitivity Analysis & Key Catalysts
We provide an updated valuation of Samsung C&T and key catalysts of the company. Our base case valuation of Samsung C&T is implied price of 231,387...
577 Views
ESR Cayman Placement - Past Deals Have Generally Done Well
Warburg Pincus (WP) is looking to raise around US$219m by selling about 2.1% of ESR Cayman (1821 HK). This is a clean-up trade.
464 Views
SK Holdings: Sum-Of-The Parts Valuation Analysis & Key Catalysts
In this insight, we provide an updated sum-of-the parts valuation on SK Holdings (034730 KS). Our base case valuation of SK Holdings is 448,850...
520 Views