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...
448 Views
A Pair Trade Following Netmarble's Decision To Increase Its Stake in Coway
In this insight, I discuss a pair trade idea (long Coway and short Netmarble) following Netmarble's announcement that it plans to acquire 2.083...
335 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...
399 Views
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...
516 Views
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...
342 Views