Samsung Restructuring Update - New Scenario Attracts Local Institutions
Last week, we heard a couple of major news from Samsung Electronics Co Ltd (005930 KS). First, SamE made headlines with its new 3-year shareholder...
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Visit to Paradise City Near Incheon Airport, Korea
I visited Paradise City near Incheon Airport, over this past weekend with my family. I had scheduled this visit nearly a month ago. I noticed that...
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Paradise - Valuation Sensitivity Analysis (Part 2)
We are negative on Paradise Co Ltd (034230 KS) at current levels. Our base case valuation for the company is 13,500 won, which is 12% below...
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Paradise: Terrible Earnings, But This Stock Is Outperforming LVS and Genting Malaysia YTD (Part 1)
This is an in-depth report on Paradise and the Korean gaming industry (Part 1). The earnings of Paradise Co Ltd (034230 KS), the largest...
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Politics and Motivations Behind Las Vegas Sands' Potential Expansion in Busan, Korea
This is a follow-up note to Howard J Klein's report Las Vegas Sands Takes Giant Steps in Amassing a Possible $12 Billion War Chest for Asian...
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