Hyundai Motor Co Pref - Correction on Situational Assessment
I first need to admit that I was wrong to say the HMC Class B-2 Pref is more sensitive to a dividend hike event because it is a participating pref....
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Hyundai Motor Co Prefs - Situational Assessment
It was reported that several HMC Group officials had met Elliott last week sometime between Apr 9 and 12. Elliott was said to have asked for more...
388 Views
All Roads Lead to Samsung C&T
The margin of safety in Samsung C&T Corp (028260 KS) has become a lot more attractive versus one or two years ago. In this report, we...
386 Views
Notes from Detroit: The AI in Automotive Conference - The Suppliers' Perspective
We attended the AI in Automotive Conference hosted by Wards Intelligence and sponsored by Cray in Detroit on April 5. The panel speakers were from...
813 Views
Elliott Factor - Focus Is on Post Spin-Off Mobis Valuation
As of now (Apr 5), Hyundai Mobis Co Ltd (012330 KS) shares are trading at a 16.38% discount to the theoretical value per share suggested by the...
282 Views