Korean Construction Stocks - Household Debt Is the Achilles Heel
This is a follow-up to the warning on the Korean construction stocks which we issued more than a month ago. Warning on Korean Construction Stocks:...
358 Views
Samsung Still Keeps an Eye on Korea's Medicare Privatization for Samsung Life and SDS
Proper understanding of SDS DilemmaFirst and Foremost, what we have to remind ourselves is this very important fact: Vice Chairman Lee and his two...
311 Views
Samsung's Lee Meets the Heads of Korea's Major Financial Groups: Implications and Future Scenario
Several Korean newspapers reported yesterday that Samsung’s Jae-yong Lee is scheduled to have a private meeting with CEO of Hana Financial Group...
312 Views
Interesting Development for Samsung Restructuring: Opposition Party Is Now Samsung's Best Supporter?
Does Samsung still need an amendment to the South Korean holding company law? (Currently, the South Korean holding company law bans any industrial...
296 Views
2016 Korea M&A Market Outlook - What's For Sale?
We highlight 27 Korean companies that are seeking to find new owners through M&A in 2016. Key sectors of M&A in Korea in 2016 include...
526 Views