Hon Hai's Sharp Acquisition Triggering OLED Panel Competition - Why Buy Duk San Neolux Now?
Hon Hai finally acquired Sharp. Interestingly, some local industrial sources are saying that the real reason behind this acquisition is to obtain...
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Commonality of Our Coverage
In this report, we provide an overview of our coverage in the Korean equity space which we have been highlighting in the past three months. There...
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What Is Dragging Samsung SDS Price Down? How to Respond to This?
Korea’s left-wing newspaper Hankyoreh reported an interesting (somewhat quite provoking) story about a possible merger between SDS and Samsung...
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Several Rumors Related to Samsung Restructuring: How Should We Interpret Them?
Several rumors have spread last week in relation to Samsung restructuring. Following are some of them that are worth noting.1. Is Samsung C&T...
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Samsung Restructuring and Broader Ramifications for Other Restructurings - Guide to One-Shot Act
Will Samsung really undertake a merger with Samsung SDS by taking advantage of One-Shot Act and the recently revised commercial law?-> The...
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