Holdcos: Charts Amongst The Carnage. Part 1. Japan & Korea
This week's two-part Holdco overview is chock-full of charts, covering the performance of all 566 stubs in my stub monitor, across all countries,...
621 Views
Samsung, Hyundai, and SK - Restructuring Scenarios, Holdco Regulations, Less Risky Stocks
This is a follow-up insight to answer some questions I have received during the webinar. We want to discuss key holding company regulations that...
521 Views
Samsung C&T & Electronics Price Coupling Issue Amid New 3-Yr Shareholder Return Policy
Samsung C&T unveiled a new shareholder return policy for the next three years, FY20~FY22. It said that it would give out 60~70% of the dividend...
475 Views
Samsung Split: Why May Samsung Like the Idea?
Samsung split? It sounded too imaginative when the issue first emerged above among local institutions. But believe it or not, the talk is carrying...
508 Views
Subjective Assessment of Current Situation Surrounding Samsung Restructuring
This post is about my subjective assessment of the current situation surrounding Samsung Group restructuring. Of course, I tried to gather as many...
739 Views